Our fees

Clear, fair, upfront.

All advisers charge in different ways: most calculate charges as a percentage of your wealth, some charge fixed fees, and others offer a combination of both. The method matters less than the value you get from working with them. What’s most important is knowing what you’ll pay, and feeling confident the advice is worth it.

Senior retail leaders don’t have time to second-guess costs, and ethical financial advisers won’t hide their fees. They’ll explain costs at your first meeting, in plain English, and in as much detail as you need.

That’s exactly what Kate does, taking you through her fees so you understand exactly what you’ll pay and what you’ll get, before you sign anything. That means you’ll have confidence and clarity from the start, so financial planning feels like support, not another source of stress.

Does this sound like you?

You’ve never taken advice before, so you’re nervous about the cost

You want a jargon-free explanation of what you’ll pay and when

You know you need to pay for high-quality advice, but you want value

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Take a breath – we’ve got you.

Working in retail is demanding and fast-paced. That’s why we take the stress of money off your shoulders, giving you clear, tailored advice so you can focus on what matters most.

We’ll explain all fees clearly on your initial introduction call. No jargon, no surprises, just straightforward detail so you know exactly what to expect before making any decisions.

Kate’s clients consistently say her fees are fair and good value. She holds a 5/5 rating for value on VouchedFor, reflecting the confidence and trust her clients place in her advice.