Our Fees

Great value for an exceptional service

At Grangewood our experienced and well-qualified team works extremely hard to help people achieve their long-term goals. We are therefore confident that our competitively priced YOURplan wealth management framework offers extremely good value for money. This means that (unlike many other financial-planning firms) we are very happy to be upfront about what we charge.

Fees structure

We are entirely fees based, meaning that you pay us to work for you. Those fees – a combination of per-job and annual charges – are calculated based on the following elements:

1. Fees payable when we first start working together

Preparation of your Financial Plan and Recommendations £1,950
If above includes Defined Benefit Pension Transfer Advice £3,150 for one scheme, plus £1,500 for each further scheme
Plus:
Implementation of Investment Recommendations 0.47% of value invested
Implementation of Non-Investment Recommendations From £850 depending upon time and complexity involved

2. Fees payable each year

On-going service 0.70% of assets advised upon subject to a minimum of £1,750

3. Any other fees

Adding new money to existing investments 1% of the value invested (reducing to Nil if we provide an on-going service on assets exceeding £600,000)
Advice on a new investment based product From £850 depending upon time and complexity involved
Plus:
Implementation of Investment Recommendations 0.47% of value invested (reducing to Nil if we provide an on-going service on assets exceeding £600,000)
Advice and if applicable Implemenation of a non-Investment based product From £850 depending upon time and complexity involved
If you prefer meetings at your home/office rather than our office Will be quoted to you
If you prefer more than 1 regular meeting per year Will be quoted to you

Please note:

When fees are quoted to you, they are based upon our standard hourly rates which are:

Chartered Wealth Manager £170
Paraplanner £67
Administration £53

Advisory fees are payable for the time we spend assisting you and are payable in all circumstances.

Implementation fees only apply if you proceed with the advice we have given to you.