Our approach to

How we charge


Our fees are fair, transparent and always agreed with you beforehand.

First and foremost, we’re here to provide you with value for money. If we don’t believe that our fees will deliver a value which exceeds our fee at the outset, we’ll let you know.

The initial meeting that we undertake to understand your desires and goals, is entirely at our expense. During this meeting, we’ll also explain how we work and the next steps, before you decide to work with us.

When you’re ready to move forward, we will develop a full financial plan, which is designed to help you to achieve your life goals. For this work, we charge a fixed fee. If, after we’ve developed your bespoke plan, you genuinely believe that it is not of value, we will waive the fee.

If you are happy with your financial plan and want us to help you implement it, we’ll put together a quote to undertake the work and the ongoing fee for keeping your plan on track. We won’t do anything until you have agreed the fee.

If you would like us to help you to achieve your goals and write the next chapter of your life, please do get in touch.

Fancy a chat?

We’d love to hear your story and find out what you want the next chapter to be.