Investment Consultation Pricing
Professional investment advice tailored to your needs
Important Investment Notice
Individual results may vary.
Past performance does not guarantee future results.
Standard Consultation
Perfect for focused investment questions
- 60-minute consultation session
- Portfolio review and analysis
- Investment recommendations
- Follow-up summary report
All prices include VAT at 20%
Get StartedPremium Consultation
Comprehensive investment planning
- 90-minute consultation session
- Detailed portfolio analysis
- Risk assessment and strategy
- Asset allocation recommendations
- Comprehensive written report
All prices include VAT at 20%
Get StartedExecutive Consultation
For complex investment portfolios
- 120-minute consultation session
- Multi-asset portfolio review
- Tax-efficient strategies
- Estate planning considerations
- Detailed implementation plan
- 30-day follow-up included
All prices include VAT at 20%
Get StartedPayment and Commission Structure
Our transparent fee structure:
- Hourly fees are charged based on consultation time
- No hidden fees or ongoing commission charges
- Payment required at time of booking
VAT Information
Value Added Tax applies to all services:
VAT Rate:: 20%
VAT is applied in accordance with UK legislation
Representative APR for payment plans: Not applicable for our services% Fees are fixed for each consultation type
Authorized and regulated by the Financial Conduct Authority (FCA). FRN: 789123
All services are provided in accordance with FCA regulations and guidelines.
Questions About Pricing?
Contact our team to discuss your specific needs and find the right consultation package.
Contact Sales