Our Fees
Financial planning should give you greater clarity and confidence. That should include understanding exactly what you will pay and what you will receive in return. At Boundary Financial Planning, we believe fees should be easy to find, straightforward to understand and discussed openly before you make any commitment.
Our charges are set out below so you can see how our initial advice, implementation and ongoing financial planning fees work. The exact cost will depend on your circumstances and the complexity of the advice required, but it will always be confirmed clearly and agreed with you before any work begins. No hidden charges. No unexpected surprises. Just clear advice and complete transparency from the outset.
Personalised Financial Advice Report
1
A personalised financial plan bringing together cashflow modelling, tax planning, investments and estate planning, giving you a clear strategy for the years ahead. The fee for this report is £2,000
Please note that the Financial Conduct Authority do not regulate Cashflow planning, Estate planning, tax and trusts.
Putting the plan into place
2
Our implementation fee is 3% of the amount invested or transferred, capped at £11,995.
Any fee already paid for your initial financial planning report will be deducted if you proceed. Your exact fee will be agreed before work begins.
Ongoing Advice and reviews
3
Our ongoing advice fee is 1% per year of the assets under advice, subject to a minimum of £1,000 per year.
This includes regular reviews, ongoing access to your adviser and updates to your plan as your circumstances change.
Mortgages and Protection
4
Our initial mortgage advice fee is £495. This covers all future mortgage advice fees for that property, including remortgages and product transfers. Lender, legal and valuation fees may still apply.
No fee charged on protection