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Optional Add-Ons (After Signature Reset)
All fees agreed before work undertaken. These optional services are for clients who want advice with specific financial products and investment recommendations. Independent Financial Advice.
Available Services
Fee Structure
Total fees typically range from £2,500 to £3,500 for consolidation of plans, with complex cases ranging from £4,000 to £5,000.
More complex work such as EIS/VCT or trust planning would be fixed fee starting from £5,000.
Ongoing Support
Your life will change. Your strategy should evolve with it. After Signature, you can choose to continue working together through one of our ongoing service tiers.
Ongoing support is tailored to how much involvement and support you want, not how much money you invest. We focus on alignment, life & wealth strategy and structure. Investment management is optional, available at a fixed fee where needed.
Perfect for clients who want to maintain alignment while taking a more hands-off approach between annual reviews.
Recommended for clients with evolving financial situations who benefit from more regular strategic reviews and adjustments.
