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

£250 /per hour
  • 60-minute consultation session
  • Portfolio review and analysis
  • Investment recommendations
  • Follow-up summary report

All prices include VAT at 20%

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Most Popular

Premium Consultation

Comprehensive investment planning

£375 /per hour
  • 90-minute consultation session
  • Detailed portfolio analysis
  • Risk assessment and strategy
  • Asset allocation recommendations
  • Comprehensive written report

All prices include VAT at 20%

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Executive Consultation

For complex investment portfolios

£500 /per hour
  • 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%

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Payment 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.

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