person scrolling on smart phone

Advice fees and charges

We're confident our charges represent great value.

Free initial consultation

Your initial consultation are always free, so you can find out if our service is right for you.

price tag
No hidden fees

You don't pay anything until you've seen and agreed the fee for the services you want us to provide.

hand with coins
Pick and mix

Your needs are unique. And we have a range of services to meet them. Talk to us and we'll help find the right mix for you.

Value for money

Your interests are at the heart of what we do. We'll tell you if we don't think you'll get great value for money from our services.


Financial advice client

"The service I received from you and your team has been great, very high standard every step of the way. I appreciate the way you explained everything to me in stages."


Financial advice client

Example fees

Initial consultation
A free one-off, no obligation chat
  • FREE
  • No obligation
  • See if our service is right

  • Understand how you can benefit

  • Take the next step and book a call with an expert adviser

Financial planning and advice
From 1-1.5% one-off fee and from 0.69% ongoing charge
  • Dedicated adviser

  • Expert advice

  • Detailed recommendations

  • Everything set up for you once you're happy


Jonny Stewart

Financial planning consultant

Book your free call

Book a call with an advisor

Check availability

Our clients rate the call 4.5 starts out of 5

What people are asking us

*Source: International Longevity Centre Advice Report, 2019
Fees and charges are correct as at August 2021.