SERVICES & FEES

Our approach to fees:

  • What you will get:
  • Clear and Fair Pricing
  • Fixed Initial & Ongoing Fees
  • Monthly Subscription Fees
  • Low Cost Investment Strategy
  • What you won't get:
  • Additional & Hidden Fees
  • % fees based on your portfolio
  • Lock In Periods or Exit Penalties
  • Charge you to invest

If you choose to move forward with us, we’ll establish a fixed fee tailored to your specific needs. Our starting fees for the Initial Retirement Plan usually ranges between three main tiers based on complexity (Tier 1, 2 or 3).

For a long-term plan to be successful, regular review and adjustments are crucial. Our Ongoing Retirement Planning Service covers continued advice and administration, including an annual report and meeting and personalised updates.

Initial Retirement Plan

Everybody we work with will experience the full retirement planning process:

  • Retirement Goals & Ambitions
  • Cash Flow Forecasting
  • Investment Management
  • Retirement Income Withdrawal Strategy
  • Tax Planning
  • Financial Protection (Insurance planning)
  • Inheritance Tax Planning

The Initial Retirement Plan fees usually range between three main tiers based on complexity (Tier 1, 2 or 3):

Tier 1

Low Complexity

Best for those who are more than 10 years away from retirement, who already have investment accounts, and are looking for a thinking partner to optimise their finances for retirement.

£1,500 one-time

Tier 2

Medium Complexity

Best for couples with retirement on their mind (or already recently retired) who see value in receiving professional advice to help optimise irreversible retirement decisions.

£2,000 one-time

Tier 3

High Complexity

Best for those who have sophisticated finances which may include trusts and other investments. This may also include comprehensive inheritance tax and estate planning.

£5,000 one-time

Value Guarantee

If you believe that the value you’ve recieved doesn’t justify the fees, you are under no obligation to make any payment.

Ongoing Retirement Planning Service

Our three ongoing services are designed to support our clients differing range of situations and complexities. They all include ongoing investment and income management, tax planning, and estate planning.

 

RetireLite

 

Typically, you will:

  • Be 10+ years away from retirement
  • Have £100,000 to £350,000 of investible assets
  • Have a net worth of under £1m
  • Have one or two pension or investment accounts

£125 per month

 

RetireCore

 

Typically, you will:

  • Be age 50+
  • Be 1-5 years away from retirement
  • Have £350,000+ in investible assets
  • Have a net worth of £1m+
  • Have multiple pension or investment accounts

£250 per month

 

RetirePlus

 

Typically, you will:

  • Be age 55+
  • Be 1-5 years away from retirement
  • Have £1m+ in investible assets
  • Have a net worth of £2m+
  • Have a sophisticated financial situation. May include trusts and other investments

£375 per month

Ready to secure your retirement?

Click below to schedule an introductory call today!

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