Reasons why clients choose to work with me
Chartered
Achieving chartered status is the ‘gold standard’ for financial planners. This reflects my dedication to enhancing expertise in financial planning services while adhering to a strict code of ethical conduct.
Independent
Being an independent financial planner allows me to select products and providers from the entire market. We are not restricted in our recommendations, enabling us to offer truly bespoke financial planning services and tailored chartered financial advice.
Financial Planning
We focus on providing chartered financial planning and are not product or solution led. Our approach begins with you, your goals and an open mind. To support the creation of our plans, we use cash flow forecasting software. Regular reviews are essential to ensure your plan remains on track. We have a number of service offerings to facilitate this.
Our Fees
Before we provide any financial planning services, we’ll take the time to understand you, including your circumstances and goals in an initial meeting. This exploratory phase is without cost or obligation. When appropriate, we’ll explain the process and costs involved (including associated timescales), and won’t proceed without your written agreement.
Our initial fees for chartered financial planning services vary depending on complexity, but they are usually between £3,000 and £5,000 (with exceptions for particularly complex cases). Ongoing fees are generally 0.75% per annum of the funds invested. More information on how we compare with our peers can be found on the below link: