Your questions

We’re paid directly by our clients for planning and advice. In some cases, such as arranging life insurance, we may receive commission from the provider, which we’ll always disclose clearly in advance. Transparency is essential to every relationship we build.

Our fees are transparent and agreed upfront. A typical client pays around £2.5k for a lifestyle financial plan. We also charge separate fees for specific financial advice, such as pensions or investment planning. You’ll always know what you’re paying and why, with no hidden charges.

The initial planning process usually takes between four and six weeks, depending on complexity. After that, we meet regularly to review progress and update your plan as life and priorities evolve.

Many of our clients have investable assets of £500,000 or more, but that’s not a requirement. Some clients don’t have money that we manage directly, they simply value our life-centred approach and the clarity it gives them for future decisions.