Transparent Fees

Financial Planning should have clear costs.

Ours are listed below.

To make it as accessible as possible, I have no upfront costs for pensions and investments.

If I am not providing benefit for you, you can cancel at any time.

If you cancel in the first 12 months, you will have to pay the remainder of the first 12 months.

*Please note I do not transfer Defined Benefit/Final Salary Pensions.
Wealth Builders

£86

Per Month

Allowing you to utilise tax allowances available

Annual Planning Meeting with Neil to understand your objectives and plan for them

Cashflow Forecast for the rest of your life

Consolidate Existing Pensions*

Construction of your Bespoke Investment Portfolio

Creation of your Financial Master Plan

Ensure you understand your Financial Health and Protection Gaps

Second opinion service

Simplifying your plan

Unlimited Phone and Email Access to Neil

Working with other parts of your Power Team (Accountants, Solicitors)

No additional cost to include your partner in the planning process

Retirement Planners

£143

Per Month

All the features of Wealth Builders plus:

Creation and implementation of your drawdown strategy

Annuity research

Ensuring you don’t trigger any complex at retirement rules

Give you clarity that you can retire

Millionaires Club

£228

Per Month

For clients who have or will soon attain assets over a £1m (excluding their main residence).

All the features of Wealth Builders and Retirement Planners Plus:

Inheritance Tax Planning

Capital Gains Tax Planning

Lifetime Allowance Planning

Financial Planning for your adult children

Protecting Yourself

With Life Insurance and Protection products such as Critical Illness, I will be paid a commission by the insurance company for introducing the business to them. This varies from case to case, and I will disclose this in my suitability letter to you.

For Wills, I charge £79 for each simple will (£99 for mirror wills). These are on a non advised basis through our website.

Conscious Companies

Click here for information about my offering for employers.

Please use the booking system below to book an appointment with me. Alternatively, you can call me on 024 75 264 392.