Industry analysis leads us to believe that our fees are competitive and allow us to provide value that is felt.
Our fees are competitive when compared to our peers due to our focus on technology, efficient systems and, therefore, lower overheads. We’re happy to provide advice in a way that suits you and your schedule: whether that’s face-to-face meetings, telephone calls or video calls.
Our charges are split into our initial service and our ongoing coaching and annual review service.
Our initial service
Our initial service includes:
- All of our initial meetings
- Fact-finding process
- Risk profiling
- Strategic advice
- Arranging and implementing your financial solution
Initial service with the Ongoing Coaching and Annual Review service
The cost of this service is 2.4% of assets under advisement, which equates to 1.2% advice and 1.2% plan set up. The fee is calculated using a percentage and then agreed and fixed in a note fee. The ongoing charge to cover our service throughout the year, ad hoc advice and an annual review is 0.6% per annum of assets under advisement.
Our Ongoing Coaching and Annual Review service
Our Ongoing Coaching and Annual Review service includes:
- Timely reviews and annual meetings
- Access to your adviser
- Annual statements and performance reports
- Access to our online portal
- Technology to assist in maintaining and understanding your financial plans
The cost of our ongoing services is 0.6% of assets under advisement.
Click here to learn more about our client journey, including our initial and ongoing services.
Our happy clients
Andrew has been my adviser for over 20 years. He was recommended to me upon the death of my first husband and has shown patience in advising me on the best way to invest my money. Andrew gives the best advice. I have never been disappointed and, what’s more, I trust him.
I’m not very financially savvy and need a plan for my savings, investments and pensions. Andrew explained everything in a very clear and understandable way. I feel happier and more organised about my finances now.
I am a woman on my own, who has not been educated on the intricacies of the financial world, so I wished to receive professional advice. Andrew Reeves is a very personable man to deal with and explains everything so well. I am absolutely satisfied with the advice I have received and trust his judgement implicitly.
I was made redundant at the age of 60 and wanted advice on taking early retirement. The Investment Coach analysed my financial position and attitude to investment risk, putting a financial plan together to enable me to take early retirement.
I was looking for a financial adviser to help me plan for retirement. Andrew used cashflow forecasting to help me understand my personal point of financial independence. I have now achieved clarity for my long-term plans. I particularly appreciated Andrew’s flexibility of approach to address my individual needs.
I wanted to know how best to prepare for retirement and manage my money. Andrew helped me set up my pension, invest my money and organise my life insurance policy. I have definitely seen the outcome I was hoping for.
I wanted an adviser that understands my situation to help me complete my family plan. Andrew gathered all information needed to understand my goals and repositioned my pensions and investments to facilitate our plan. Each annual review we discuss any changes to make sure we’re still on track.
I was looking to invest company money. Andrew helped us spread the investment and decide on the best options. He was very helpful and informative.
We had received lump sums following retirement from teaching and we were anxious to invest the money for capital growth. Andrew had a grasp of our situation and explored our attitude to risk. His language was jargon-free, and he explained the different options available to us. We feel confident that we made a reasonable investment decision and that this was appropriate for our current and future needs.