Our Fees
Create Wealth Management work on a pure fee basis. We agree all our fees with you, in writing, before undertaking any chargeable work.
Fees for a Lifetime Financial Plan range from £1,500 to £5,500.
For arranging new or replacement investments or pensions we charge 1% of the value up to a maximum fee of £10,000.
Full details of our fees are contained in the “Our Services & Charges” document which you can download here.
For ongoing service, we charge a fixed fee retainer plus a percentage based fee of 0.88% on the value of assets we are providing ongoing advice on.
A draft of our standard Client Agreement can be read here.