Fee matrix

Plan

Together we'll build your plan

Single product
Non-complex
Multi product
TRUTH financial planning
Complex
TRUTH financial planning
Complex tax planning
£1,000 £3,000 £5,000+
Single product
Non-complex
£1,000
Multi product
TRUTH financial planning
£3,000
Complex
TRUTH financial planning
Complex tax planning
£5,000+

Do

We'll make it happen

Single product
Non-complex
Advice and recommendation
Implementation
Light touch intervention
Multi product
TRUTH financial planning
Multi-needs
Multi implementations
Specific advice
Complex
TRUTH financial planning
Complex implementation
Multiple implementations
Pension & tax planning
Full hollstic advice
£1,000 £2,000 £3,000+
Single product
Non-complex
Advice and recommendation
Implementation
Light touch intervention
£1,000
Multi product
TRUTH financial planning
Multi-needs
Multi implementations
Specific advice
£2,000
Complex
TRUTH financial planning
Complex implementation
Multiple implementations
Pension & tax planning
Full hollstic advice
£3,000+

Review

We'll keep you on track

No scheduled meetings
Full access to EP Educate
Lighter touch
Emailed report
Annual meeting
Full access to EP Educate
1:1 meeting
Full review and report
Updated TRUTH plan
Moneyhub access
Annual meeting
Full access to EP Educate
1:1 meeting
Full review and report
Updated TRUTH plan
Full VFM/Hollstic review
Moneyhub access
£1,000 £2,000 £3,000+
No scheduled meetings
Full access to EP Educate
Lighter touch
Emailed report
£1,000
Annual meeting
Full access to EP Educate
1:1 meeting
Full review and report
Updated TRUTH plan
Moneyhub access
£2,000
Annual meeting
Full access to EP Educate
1:1 meeting
Full review and report
Updated TRUTH plan
Full VFM/Hollstic review
Moneyhub access
£3,000+