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If you’d like to discuss your requirements or understand how our fees might apply to your circumstances, please book a free initial consultation by filling out the contact form below.
Get in touchOur fees
Transparent, fair, and designed around you
We believe clients should always know what they’re paying for and why. The table below summarises the main types of services we provide and the fees associated with them.
Our services
Service |
What it includes |
Fee |
Investment advice and implementation |
Research, solution recommendation, and implementation, plus annual review |
Initial fee: 1% of sum invested (capped at £5,000) Ongoing fee: 0.75% per year (capped at £7,500 per product) |
Financial planning only |
Advice and planning without implementation |
Fixed fee: £2,000 |
Bespoke / ad-hoc work |
Specialised work or projects not covered by standard packages |
Hourly rate: £250 per hour |
Payment options
We offer flexible options for paying our fees:
- Direct payment: Invoice settled by cheque or online within 30 days
- Deduction from product: Implementation fee paid via your investment policy. Payments normally spread across the first 12 months.
- Standing order: Available for ongoing services only.
All fee arrangements are agreed in advance and clearly outlined before any work begins.
Commissions
We do not receive commission from pensions or investment products. Some protection policies pay commission, which we will always disclose clearly.
VAT
Our services are exempt from VAT. Should this change in the future, we will notify you before carrying out any further work.
Straight from our clients
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Watch Brendan's story
Keith’s knowledge and passion are a game-changer for me and my clients.
Brendan Kelly
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Watch Brendan's story
“It gives me peace of mind knowing Keith takes such good care of my clients.”
Brendan O’Donnell
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Watch David's story
It’s reassuring to know retirement doesn’t mean losing the life we love.
David Longair
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Watch David's story
Keith’s advice has given me the confidence to plan for early retirement.
David McLellan
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Watch John's story
I feel reassured, supported and confident that my pensions are on track.
John Farrell
What people are saying
Browse our verified VouchedFor reviews and discover why business owners, retirees, and families trust us to guide their financial decisions with care and expertise.
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