Free initial consultation
Your initial consultation are always free, so you can find out if our service is right for you.
No hidden fees
You don't pay anything until you've seen and agreed the fee for the services you want us to provide.
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.
"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."
- No obligation
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Financial planning and advice
Everything set up for you once you're happy
What people are asking us
Most people are surprised how much better they feel by taking advice. That feeling of financial well-being comes from:
Confidence - a plan built around you, and investments designed to work for you
Reassurance - decisions that fit your needs, even as life changes
Peace of mind - your advice is backed by the financial strength of abrdn and regulated by the Financial Conduct Authority
Yes. Most pension and investment products have fees and charges. These are paid to the product provider to cover things such as their administration and management costs.
We regularly review the fees and charges on the products we recommend to make sure they deliver good value. And our size means that the rates for our clients are some of the most competitive around.
Financial planning and advice fees are generally taken directly from the investments we’re managing for you.
If you’re using services such as will writing you can also pay by cheque or bank transfer if you’d prefer.
What you pay is based on the services you need. And you don’t pay anything until you’ve seen and agree the fee for the services you want us to provide.
You’ve built up pensions and investments of £1,100,000, have complex financial affairs, and a wide range of investment and wealth management advice needs. In this case the initial one-off fee would be 1% of the assets we’re managing for you, so £11,000. And the ongoing charge would be 0.69% of the assets we’re managing for you - £7,590 a year.
These fees and charges come from the savings we’re managing for you, so they’re not extra money you have to find.
*Source: International Longevity Centre Advice Report, 2019
Fees and charges are correct as at August 2021.