Life Financial Planning - Fees | LIFE Financial Planning

What makes us different

We can’t and don’t work for everyone – we only take on clients that we know we can add more value to than the cost of our fees.

We are purposefully small in size – we can provide a more dedicated service and experience for those people we work with.

We are available throughout the year – we retain our flexibility so we can fit in with our client’s busy lives.

We don’t rest on our laurels – we are always looking to improve our knowledge, our service, and the technology we use to provide the best possible client experience we can.

Fees

We believe in being transparent and flexible with our fees by offering you a choice in how you prefer to pay for our work.

Introductory meetings are always held at our cost. They are for us to help understand you and your objectives and to see if we both want to work together. We only take clients on that we believe we will add more value to than the cost of our fees.

Our fees are based on the complexity of the work involved and the time taken — so after our initial meeting we would be able to inform you of the exact costs involved. Any ongoing costs agreed can be stopped at any time without penalty — so you are never tied in to any long-term contracts.

All fees are authorised and agreed in writing by our clients so you would never receive any unexpected bills. We also never receive any hidden payments from product providers which means we’re not tied to their products and can stay completely independent.

Our fees can be potentially paid from you directly, your company, or one of your financial policies. The options available will be investigated, discussed and the most appropriate option chosen by you.

Professional, long-term support

What makes us different

Fees