01344 778990


Our Fees

An initial consultation is offered to prospective new clients, at no cost to them – this can be at our offices, your home or your place of work. There is no charge for this initial meeting and no obligation on either side.

Should this first meeting indicate we are able to assist with your needs and objectives, we will agree with you how we will be paid for the services you instruct us to provide. This discussion will cover the terms of the amount or hourly rate and the timing of the payment, which could be upfront, when you invest, over time to provide a service to you, or a combination of these.

Fees may be subject to VAT at the prevailing rate, depending upon the type of work undertaken. A schedule of our fees is available on request, but by way of illustration, initial fees usually vary between 1% and 3% of the amount to be invested. Annual fees for ongoing services vary between 0.5% and 1% of the value of investments. In some cases we may carry out work on a fixed fee basis.

The fees we charge will be a matter for discussion and agreement and no charges will be made without prior notification in writing.

One of our primary goals is to provide our clients with a clear and explicit value for money fee proposition.

Contact us

Financial Planning Partners (FPP)
19 Wellington Business Park
Dukes Ride
RG45 6LS

Email: admin@fpp-ifa.co.uk
Tel: 01344 778990

FPP are committed to dealing with clients and prospective clients in a professional and ethical manner and to that end adhere to the principals laid out in the CII Code of Ethics, a copy of which is available on request.

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Financial Planning Partners Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 301132 https://www.fca.org.uk/register.

Financial Planning Partners Ltd Registered Address: 19 Wellington Business Park Dukes Ride Crowthorne Berkshire RG45 6LS. Registered in England & Wales, No. 04555216. Neither Financial Planning Partners Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page. The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

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