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A full wealth management service for just £500 per year

Most wealth management companies and financial advisers charge for their services as a percentage of your investments. The more money you have, the more they take, regardless of the service you receive.

Instead we believe in fair fixed fees. We offer a full wealth management service for just £500 a year, which means anyone paying a percentage fee on assets over £100,000 is likely to save. In fact our average client saves over £6,000 per year. The only difference between us and any other firm is that our advice is offered over the phone and video call rather than in person.

When less is taken from your portfolio you in turn achieve greater growth, which then has a cumulative positive impact over time. In the example below, a client with £500,000 makes an additional £36,000 over 5 years – simply by reducing his fees (assuming adviser fees of 3% upfront and 0.75% on-going, a 4.5% average yearly growth rate and 0.83% platform costs).

Contact us

    A full wealth management service for just £500 per year

    Most wealth management companies and financial advisers charge for their services as a percentage of your investments. The more money you have, the more they take, regardless of the service you receive.

    Instead we believe in fair fixed fees. We offer a full wealth management service for just £500 a year, which means anyone paying a percentage fee on assets over £100,000 is likely to save. In fact our average client saves over £6,000 per year. The only difference between us and any other firm is that our advice is offered over the phone and video call rather than in person.

    When less is taken from your portfolio you in turn achieve greater growth, which then has a cumulative positive impact over time. In the example below, a client with £500,000 makes an additional £36,000 over 5 years – simply by reducing his fees (assuming adviser fees of 3% upfront and 0.75% on-going, a 4.5% average yearly growth rate and 0.83% platform costs).

    Contact us

      • enquiries@flatfeeadvice.co.uk
      • 0800 310 1919

      Our Comprehensive Wealth Management Service Includes

      Full financial planning

      Policy implementation

      Tax & succession planning

      Portfolio management & reviews

      Rebalancing & fund switches

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      As featured in

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