Transactional Wealth Management Service

This is very much a fee based service to respond to client enquiries rather than to provide on going active wealth management service.

Example fees for services are as follows:

  • Free initial review discussion for a maximum of 1 hour.
  • Holistic Financial Planning report with recommendations £400
  • Annual financial review £500
  • Client meetings charged at £150 per hour
  • Valuations £50 per valuation
  • Encashment fee service with advice £150
  • Encashment service with no advice £75
  • Retirement options Report £750

Cost of Service

Director – £150 per hour
Administrator – £75 per hour

Want to know more?

Call us for a friendly chat on 01698 281384 or email: