We believe peace of mind starts with knowing exactly what you're paying for — and why. That's why we keep our costs simple, fair, and transparent, with no hidden charges or surprises.
We start with a free, no-obligation initial consultation. It's a chance to get to know each other, understand what matters most to you, and show you how we can help — including a clear answer to any questions you have about our costs.
If you decide to work with us, your cost will always be agreed with you upfront and in writing, reflecting the complexity of the advice and ongoing service you need. Our minimum annual cost for professional planning is £3,000.
Our services are exempt from VAT, and we do not charge implementation costs.