We charge a fee for our services. We will discuss payment options with you and no fees will be raised until agreement has been reached on how we will be remunerated for our services.
We provide three service levels and fee structures: Basic Financial Planning, Financial Management, and Wealth Management.
1% on investments under £200,000
+
Initial £500 setup fee
0.75% on investments between £200,000-£600,000
+
Initial £500 setup fee
0.5% on investments over £600,000
+
Initial £500 setup fee
Financial advice which puts your financial needs first
Lanyon Financial Planning