FutureCertainty
Changing the world, one plan at a time...
Our charges
Our aim is to provide you with high quality financial planning, strategies and products with clear an unambiguous charges. We therefore charge for time, task and for funds under management.
Time
If you choose the fee option we will agree the rate we will charge before beginning work and tell you if you have to pay VAT. Our typical charges are:
Director: £257 per hour
Senior Consultants: £157 per hour
Travel time: £47 per hour
Administration: £32 per hour
We will normally provide an estimate of the anticipated time required before proceeding and will seek approval if the time required will exceed 25% of the original estimate.
Funds under management
Up to £2,000,000, 1% of fund value per annum (payable quarterly in arrears).
Next £8,000,000, 0.5% pa, reducing to 0.125% pa for any excess over £10,000,000.
Retainers
Platinum Membership - £1,500 initially plus £150 pm
Gold membership - £1,000 initially plus £100 pm
Silver Membership - £750 initially plus £75 pm
Our aim is to provide you with high quality financial planning, strategies and products with clear an unambiguous charges. We therefore charge for time, task and for funds under management.
Time
If you choose the fee option we will agree the rate we will charge before beginning work and tell you if you have to pay VAT. Our typical charges are:
Director: £257 per hour
Senior Consultants: £157 per hour
Travel time: £47 per hour
Administration: £32 per hour
We will normally provide an estimate of the anticipated time required before proceeding and will seek approval if the time required will exceed 25% of the original estimate.
Funds under management
Up to £2,000,000, 1% of fund value per annum (payable quarterly in arrears).
Next £8,000,000, 0.5% pa, reducing to 0.125% pa for any excess over £10,000,000.
Retainers
Platinum Membership - £1,500 initially plus £150 pm
Gold membership - £1,000 initially plus £100 pm
Silver Membership - £750 initially plus £75 pm