No surprises, no hidden costs.
Transparent fees that align with your goals.
No surprises, no hidden costs.
Transparent fees that align with your goals.
No surprises, no hidden costs.
Transparent fees that align with your goals.
We believe financial planning should be simple and transparent - here’s exactly what our services cost and what you get in return.
We believe financial planning should be simple and transparent - here’s exactly what our services cost and what you get in return.
We believe financial planning should be simple and transparent - here’s exactly what our services cost and what you get in return.
The Santorini
Retirement Lifestyle Programme
Our financial planning has primarily been designed to help busy business owners who are thinking about retiring to secure their future and look forward to it.
The Santorini
Retirement Lifestyle Programme
Our financial planning has primarily been designed to help busy business owners who are thinking about retiring to secure their future and look forward to it.
01
Strategy & Planning
We will gather all relevant information from you, your existing product and service providers as well as your accountant and solicitor too. We will analyse and assess all this information and we’ll create a Masterplan of your financial life. We will then present this plan to you.
Individual: £1,750
Couple: £2,250
Strategy & Planning
We will gather all relevant information from you, your existing product and service providers as well as your accountant and solicitor too. We will analyse and assess all this information and we’ll create a Masterplan of your financial life. We will then present this plan to you.
Individual: £1,750
Couple: £2,250
Strategy & Planning
We will gather all relevant information from you, your existing product and service providers as well as your accountant and solicitor too. We will analyse and assess all this information and we’ll create a Masterplan of your financial life. We will then present this plan to you.
Individual: £1,750
Couple: £2,250
Advice & Implementation
Once we’ve agreed your financial plan, we then need to Make it Happen. We will provide you with independent financial advice on relevant products and services and implement these for you.
0.20% to 0.80%
0.80% on first £500K
0.60% on next £500k
0.40% on next £500k
0.20% on next £500K+
Advice & Implementation
Once we’ve agreed your financial plan, we then need to Make it Happen. We will provide you with independent financial advice on relevant products and services and implement these for you.
0.20% to 0.80%
0.80% on first £500K
0.60% on next £500k
0.40% on next £500k
0.20% on next £500K+
Advice & Implementation
Once we’ve agreed your financial plan, we then need to Make it Happen. We will provide you with independent financial advice on relevant products and services and implement these for you.
0.20% to 0.80%
0.80% on first £500K
0.60% on next £500k
0.40% on next £500k
0.20% on next £500K+
02
03
Keep on Track
Life isn’t linear. Plans need to be flexible, adaptable, yet still relevant. Planning is more valuable than The Plan and therefore we will meet, at least annually to update this with you.
£0 to £500,000 - 0.88% (£4,400)
£500,000 to £1m - 0.68% (£3,400)
£1m to £1.5m - 0.48% (£2,400)
£1.5m to £2m - 0.28% (£1,400)
£2m+ - 0.08%
Keep on Track
Life isn’t linear. Plans need to be flexible, adaptable, yet still relevant. Planning is more valuable than The Plan and therefore we will meet, at least annually to update this with you.
£0 to £500,000 - 0.88% (£4,400)
£500,000 to £1m - 0.68% (£3,400)
£1m to £1.5m - 0.48% (£2,400)
£1.5m to £2m - 0.28% (£1,400)
£2m+ - 0.08%
Keep on Track
Life isn’t linear. Plans need to be flexible, adaptable, yet still relevant. Planning is more valuable than The Plan and therefore we will meet, at least annually to update this with you.
£0 to £500,000 - 0.88% (£4,400)
£500,000 to £1m - 0.68% (£3,400)
£1m to £1.5m - 0.48% (£2,400)
£1.5m to £2m - 0.28% (£1,400)
£2m+ - 0.08%
Our fee philosophy.
Our fee philosophy.
Our fee philosophy.
Our fee philosophy is simple: we prosper when you prosper, and we suffer when you suffer.
Through our Evidence-Based Investment process, I share in the successes of your portfolio - and also in its temporary declines. This alignment ensures my interests are fully tied to yours: I only earn when your long-term gains are realised, and I accept the short-term fluctuations alongside you.
Our fee philosophy is simple: we prosper when you prosper, and we suffer when you suffer.
Through our Evidence-Based Investment process, I share in the successes of your portfolio - and also in its temporary declines. This alignment ensures my interests are fully tied to yours: I only earn when your long-term gains are realised, and I accept the short-term fluctuations alongside you.
Examples of our fees.
Here’s what our services typically cost for different portfolio sizes - clear, straightforward, no surprises.
Examples of our fees.
Here’s what our services typically cost for different portfolio sizes - clear, straightforward, no surprises.
1.
£600,000 portfolio
Planning: £2,250
Implementation: £4,600
Ongoing: £5,080/year
1.
£600,000 portfolio
Planning: £2,250
Implementation: £4,600
Ongoing: £5,080/year
1.
£600,000 portfolio
Planning: £2,250
Implementation: £4,600
Ongoing: £5,080/year
2.
£1,200,000 portfolio
Planning: £2,250
Implementation: £7,000
Ongoing: £8,160/year
2.
£1,200,000 portfolio
Planning: £2,250
Implementation: £7,000
Ongoing: £8,160/year
2.
£1,200,000 portfolio
Planning: £2,250
Implementation: £7,000
Ongoing: £8,160/year
3.
£1,800,000 portfolio
Planning: £2,250
Implementation: £9,000
Ongoing: £11,160/year
3.
£1,800,000 portfolio
Planning: £2,250
Implementation: £9,000
Ongoing: £11,160/year
3.
£1,800,000 portfolio
Planning: £2,250
Implementation: £9,000
Ongoing: £11,160/year
What our clients say.
What our clients say.
Our purpose is to give you a clear path to follow, which will give you clarity and confidence so you know that you will have enough in retirement.
He opened my eyes to the possibility and gave me the confidence to take the leap.
Jon Langford
He opened my eyes to the possibility and gave me the confidence to take the leap.
Jon Langford
He opened my eyes to the possibility and gave me the confidence to take the leap.
Jon Langford
Matt didn't come across as a normal financial services type of person.
Phil & Sharon Middleton
Matt didn't come across as a normal financial services type of person.
Phil & Sharon Middleton
Matt didn't come across as a normal financial services type of person.
Phil & Sharon Middleton
When I think about my finances now, l don't worry
Sue Johnson
When I think about my finances now, l don't worry
Sue Johnson
When I think about my finances now, l don't worry
Sue Johnson
Real clients. Real Stories.
Real clients. Real Stories.
Bob and Pete kindly shared their experiences of working with us - no scripts, no prompts, just honest stories.
Bob Moul
Bob Moul
Bob Moul
Pete Henson
Pete Henson
Pete Henson
Get in touch today.
Get in touch today.
Leave us a message below about your situation, and we'll get back in touch with you shortly.