We believe transparency of our Financial Planning costs is essential to build strong relationships with our clients. Moneo is unique in that we publish our costs for complete clarity.
We offer an initial consultation at our cost, without obligation. This allows us to get acquainted, understand what is important to you, show you how we can help and confirm our costs.
Financial Planning Implementation Fees:
1% of amount implemented – for example £100,000 x 1% = £1,000
Annual Financial Planning Review Fees:
0.75% of amount managed – for example £100,000 x 0.75% = £750 year
Clients can pay fees in the way that best suits them:
1. Via a product - can be very tax efficient for pensions
2. Via your bank account
3. Via your business (if applicable)
4. A combination of the above