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  Costs

 

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

     

 

© Moneo Wealth Management Ltd Est 1999
Authorised and Regulated by the Financial Conduct Authority
Registered in England and Wales Company Registration Number 3863161
Registered Office: 45 Lower Redland Road, Redland, Bristol, BS6 6TB
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