At Atticus Financial Planning we do things differently. This extends to the way we charge for our service.
It is important to us that we add real value to our clients in return for the fees we charge. We offer a bespoke service, tailored to each individual’s particular needs.
All fees are agreed before any work is undertaken.
There is no charge for an initial consultation and this is offered at our own cost.
We aim to keep fees transparent, fair, and aligned with the value we provide. Our preferred model is fixed fees, though we also offer percentage-based fees if preferred.
| Fixed Initial Fees: | |
|---|---|
| Investment arrangement | £1,500 |
| Investment in trust for estate/IHT planning | £2,000 |
| Investment/pension portfolio review | £600 |
| VCT/EIS investment advice | £1,500 |
| Full financial planning review (incl. cash flow analysis) | £1,500 |
| Pension consolidation | £2,000 |
| Other work | Fee agreed upfront |
| Fixed Ongoing Fees: | |
|---|---|
| £250,000 – £500,000 | £1,500 per annum |
| £500,000 – £1 million | £3,000 per annum |
| £1 million – £2 million | £5,000 per annum |
| £2 million+ | £10,000 per annum |
We aim to keep ongoing fees at or below 0.75% of assets under management.
| Percentage-Based Fees (optional): | |
|---|---|
| Initial advice | 1% of assets |
| Ongoing advice | 0.5% – 0.75% |
All fees are agreed upfront, with full transparency before any recommendations are implemented.