So this is how we are paid. You may wish to read the How We Work With You and Client Care Program sections first to get a detailed understanding of our proven Diagnose-Prescribe-Monitor process and the guaranteed, lifelong service you get in return for your fees.

Please note that we want to be as transparent as possible. The following charge examples are based on typical client experiences to date with Values to Vision and are designed to give you a strong flavour as to the fees you will be charged.

For the initial discovery meeting - this is at our expense, not yours. This is a chance for us to get to know you and vice-versa. Clientships are only offered to those who seem a good fit with the Values to Vision proposition. Of course, the client is always right and has the ultimate perogative to walk away as well!

Engagment to Diagnose and present to you a full Financial Life Plan - typical cost ranges from £750 to £1,250. It may be more depending on the complexity of the client situation and required solutions.

Prescribing and implmenting the strategies outlined in the financial plan - varies depending on the nature of the strategies and the work involved. Can be a percentage of the funds involved in the financial plan of around 1.5% - 2%.

Ongoing Monitoring of your financial health and membership in the Values to Vision Client Care Program is charged via a 1% annual fee for all funds under influence (reducing to 0.25% on funds over and above £500,000). This fee is paid directly to us from a dedicated cash pot within the investment porfolios we manage on your behalf. On race occasion, we may also charge a monthly retainer of up to £70 payable by standing order: covering our time costs this way with certain clients ensures we provide a consistent level of profitable service to everyone, regardless of the value of their investments.

And that's it. No commission bias because there is no commission. All recommendations are made because they are best for you, not us, because it's all about you.