Wealth Spring keeps things clear and simple when it comes to fees. Transparency and value for money are at the core of our approach. Wealth Spring works with clients on both a one-off and ongoing basis.
Fees
One-off (initial)
Initial fees are between £1,500 and £4,000 depending on the services required.
Fees are agreed before work is undertaken, and are always on a fixed basis.
Service areas:
- Building a Financial Plan (including multiple scenarios)
- Pension annual allowance and carry forward analysis
- Pension and investment review
- Retirement income advice
- Protection advice
Ongoing
Wealth Spring ongoing charges start at 0.75% per year of assets under management.
Every journey starts with a no cost, no obligation meeting. We will then be able to make a clear proposal which outlines how we can help and the costs of engaging our services.
Service areas:
- Pensions and Investment management and tax planning
- Investment Portfolio advice
- Ongoing Financial Planning
- Regular reviews
- Access to your Chartered Financial Planner
Get in touch
We’d love to hear from you.
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