​We take an interest in our clients that goes beyond their finances and gives them back control and calm. To this end, we are very clear about the price they pay, the services they receive and the value we deliver. What we do changes lives and our pricing reflects that. Not only that, being a nimble, highly personal and efficient company means the fairness of our pricing policy can significantly deliver more to our clients' life and bottom line where other firms may struggle. Not only that, we save our clients time and stress - what price can you put on that?

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Our mission is that:

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1. We understand that our clients value certainty.

2. We subscribe to a set of beliefs and values which underpins our commitment to maximising the value we provide to our clients.

3. In communicating that value, we have developed a modular service and fixed pricing structure.

4. Our clients know exactly what service they're getting and what price they are paying in a clear and transparent way.

5. Proposals for ad hoc work and ongoing services are created in a matter of minutes and delivered in real time.

6. Collaboratively, our clients and we create a service and pricing structure that is tailored to their circumstances and needs.

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In recognition of this, we are proud to be awarded a "Clear & Transparent Pricing Award”. Contact us to receive your tailored proposal in minutes and see how we can add value for you.

 

Our current hourly rates are £200ph for a financial adviser, £125ph for paraplanning support and £75ph for administrative support.