Our charges

We pride ourselves on clear and transparent charges.

We charge a fixed fee for our service and this is dependent on complexity and holdings

Full Cashflow Service

This includes Research, Cashflow for up to 3 scenarios, Presentation of Cashflow Meeting and Printed Reports and is charged at £495*

*For those with assets exceeding Inheritance Tax thresholds, earnings over £100,000 or Defined Benefits Schemes will see a surcharge of £195 due to the complex nature of this planning.

Research Only

We offer our research as a standalone service. This includes the provider research, a meeting to explain your holdings & the details put into a helpful summary. The cost for this service is fixed at £195.

Ongoing Access

For a monthly fee, you'll have access to our client cashflow system so you can keep your plans updated with life's changes. The fee for this service is £7.99 per month.

Re-runs

We understand that life throws in some unexpected changes, such as early retirement, bereavement, ill health, growing your family or redundancy. That why we offer a re-run service where we will update your plans for you and build the new scenario into your cashflow, so you can make an informed decision. We charge a fixed fee of £100 for this service.