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How do you charge for financial advice?

Jordan Hoyland Posted by Jordan Hoyland 1 min read

Our typical initial fee for a financial plan is £2,250. For more complex cases we may charge hourly on top, and we agree any additional cost with you in advance. Ongoing, we charge 0.80% a year on the first £1 million under our management and 0.65% a year on amounts above £1 million, capped at £21,714 a year and increased in line with RPI at the start of each tax year.