Fees for financial planning

Initial phone call

 

We will have an initial no cost, no obligation call to firstly ensure I can help you with your query and also for us both to check we appear to be a good fit to work together.

After that call if we want to take the next step we book in a time for a detailed meeting.

First meeting

 

Typically the fee for my initial meeting is £500. There is no specific time limit on this meeting since the aim is to for me to understand your goals and objectives and for you to understand what I can do to help you.

The meeting can be held at your home, rather than my office, if this is more convenient for you.

Following the first meeting, if we both wish to proceed, and I believe I can add value to you, I will write to you with a personalised engagement letter. This will confirm the services we can provide and the cost of those services.

 

 

Advice fee

 

The advice fee will be a fixed fee, which will depend on the complexity and scope of the advice required. This will be confirmed in the engagement letter, and we will always tell you how much you will pay before you agree to proceed with our services. The advice fee includes the implementation of any recommended financial products. 

 

 

Ongoing fee

 

We meet with you at least once a year for a forward planning meeting to review your plans and check your progress against objectives. An ongoing fixed fee will be charged to cover these meetings. The engagement letter will set out the fees applicable for your circumstances.

The fee can either be paid by invoice or deducted from an investment or pension plan.

 

Next Step

If you’d like to discuss this further please email me at [email protected] so we can arrange a call to see whether this is the right service for you.

 

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I was lost in a minefield of options, and rather ignorant of how the financial world works. Mary was invaluable with advice on what to do, explaining things, so that I understood fully what would happen to my money and investments. Mary was understanding and did not make me feel inadequate needing help. I now feel secure and my mind is put at rest with Mary’s expertise

– Ruth Dellow

Mary listened to what I wanted. I did not once feel overwhelmed with financial jargon or pressurised to go in a direction I did not want to. Mary has high integrity and strives to do her best for her clients because she actually cares about them.

– Caroline Crowhurst

Mary’s advice is so down to earth and straight forward that I feel I am at last getting to grips with my finances. She explains everything without technical jargon and I always know I can ask any question without feeling it’s a foolish question. Her service is absolutely amazing.

– Dr Diane Keith