FAQs
Explore answers to common questions about our services.
Before you get started
Discover how we’re regulated, the independent advice we offer, and what happens when you take your first step with us.
How do I know if your fees are competitive?
We regularly review our fees against other firms in the market and carry out annual fair value assessments as part of our regulatory obligations.
How do your fees compare to other advisers/planners?
Our fees are broadly in line with other financial planning firms. We are neither the cheapest nor the most expensive.
We believe our fees reflect the level of service and expertise we provide, with a focus on delivering long-term value and helping clients feel confident about their financial future.
How can I find your fees?
Our fees depend on the service you choose. Full details and examples of our fee structure can be found on the relevant service pages:
Do you work with British expats?
We can work with British expats, provided you are resident in the United Kingdom for tax purposes and are seeking advice on investments held or structured within the UK. Please note, any advice recommendations can only be made when you are physically located in the UK.
Do you work with Australian expats?
We can work with Australian expats, provided you are resident in the United Kingdom for tax purposes and are seeking advice on investments held or structured within the UK. Please note, any advice recommendations can only be made when you are physically located in the UK.
Do you work with Canadian expats?
We can work with Canadian expats, provided you are resident in the United Kingdom for tax purposes and are seeking advice on investments held or structured within the UK. Please note, any advice recommendations can only be made when you are physically located in the UK.
Do you work with French expats?
We can work with French expats, provided you are resident in the United Kingdom for tax purposes and are seeking advice on investments held or structured within the UK. Please note, any advice recommendations can only be made when you are physically located in the UK.
Do you work with German expats?
We can work with German expats, provided you are resident in the United Kingdom for tax purposes and are seeking advice on investments held or structured within the UK. Please note, any advice recommendations can only be made when you are physically located in the UK.
Do you work with expats of any nationality?
We can work with expats of any nationality, provided you are resident in the United Kingdom for tax purposes and are seeking advice on investments held or structured within the UK. Please note, any advice recommendations can only be made when you are physically located in the UK.
Can you help me retire early?
Yes. We can help you consider what retiring early might look like for you, including modelling different scenarios and stress-testing outcomes to support informed decision-making.
Can you help me plan my retirement?
Yes. We help you plan for retirement and regularly review this as your circumstances and wider conditions change, so you can feel confident your plan remains on track and financially sustainable.
What type of clients do you typically work with?
We work with mass affluent, wealthy and high net worth individuals and families. Our clients include employees, self-employed individuals, retirees, and those at all stages of building or enjoying their wealth.