As a financial consultancy, we specialise in providing high income individuals and business owners with holistic financial advice and strategies. Our focus is on advanced strategies & advice rather than transacting products and we operate on a transparent 'fee for service' basis to ensure that clients can see and control the value of the service provided at all times.

Below is a guide to the various fees that may be charged for different aspects of our professional services. As every client's situation is different, the fees detailed below cover all types of situations and therefore may not all be applicable to your situation. It is important to note that fee estimates will be individually quoted for your situation and will be fully disclosed in your Statement of Advice, Client Engagement Authority (CEA) and/or CEA Updates.

Should you disengage the Advice Process at any time after engaging our services, you will only be charged for the time incurred in working on your file.

Fees and charges for the various stages of the Advice Process are as follows: