Fees

Not only do we believe in a fair fee structure for the service we deliver, but we have a transparent approach about disclosing our fees. We are passionate that financial planning adds immeasurable value, clarity and peace of mind to our clients, helping them to achieve their hopes and desires.

The fees we charge will depend on the complexity of your personal situation, as well as the existing pensions and investments you hold. All fees will be confirmed with you before we go ahead so there’s no hidden costs or unexpected charges.

An example of a Brierie Financial Planning fee structure could look like this but will be based on your individual needs:

Initial meeting, with our compliments. This meeting will give us the opportunity to get to know each other and helps both of us establish if we’re a good fit.

Our typical engagement fee is £1,995 to create your Brierie Financial LifePlan.

This includes an in-depth discovery of personal and financial hopes and desires. We analyse your current financial position including your existing arrangements and evaluate your attitude towards risk. We will prepare a cashflow model to mortality incorporating your hopes and desires and highlight any shortfalls. After this, we will make appropriate recommendations to improve your forecasted financials.

An implementation fee of between 1% - 1.5% dependent on the size of your portfolio. We deal with your existing providers and any new providers using our experience and knowledge to optimise your financial plan.

Ongoing service fee between 1% – 1.5% based on the value of your assets under our management. Each year we will meet to fully review your financial position, update your Brierie Financial LifePlan and make any appropriate amendments to keep you on track. Your investment suitability will be reviewed including any investment administration. Of course, our team are always on hand to ask any questions along the way.

We’d love to hear from you! To find out more or book in a free, no obligation meeting, complete the form and a member of our team will be in touch.

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