The initial meeting of up to one hour to confirm your requirements, review our Client Agreement and discuss the scope of our services is without charge.
Thereafter, fees as detailed within our Client Agreement will be chargeable. In brief, these are as follows:
Preparation of a generic Financial Management Plan
We will agree a fixed fee with you to cover the cost of gathering and collation of all information and creation of the generic Financial Management Plan.
Financial Arrangement Fees
Financial Arrangement Fees cover the cost of all services relating to the implementation of your Financial Management Plan. Fees are chargeable by the hour at the following rates:
Certified Financial Planner £150 per hour
Paraplanner £95 per hour
Administration £50 per hour
Any commission receipts can be offset against these fees to reduce the fees payable directly bythe client.
Financial Management Service and Client File Maintenance
An annual review to update your Financial Management Plan, improve and refine your strategy and goals, all associated administration and ongoing maintenance of client records. Fees are chargeable by the hour at the rates detailed above. We ask that clients pay £50 per month on account by standing order. This amount will be reviewed annually, dependent on the balance of their account, anticipated income and expected charges for work completed on the client’s behalf in the next twelve month period.
