For Independent Financial Advice

Bespoke Pricing for a Tailored Approach

Quality comes at a price but should always be value for money. In our view, every client is unique and therefore, it is important that we cater for each individual accordingly. Before any charge is incurred, we agree what it is you want and need and what it will cost so you can decide whether you want to engage us.

We have a range of services and a flexible approach so that we should be able to accommodate most clients’ financial circumstances. Please see below a guide to the basic structure of our fees and charges:

1. Initial Consultation
To establish your objectives and explain how we work and if we can work together. This meeting is “at our expense” and without obligation.
4. Implementation
The fee agreed in the Strategic Meeting incorporates the cost of implementation.
2. Detailed Analysis and Summary Report
Depending on the depth, breadth and complexity of the situation and discussions this may range typically between £450 and £1,500 (the cost to be off set against the fee detailed below.)
Ongoing service
Depending on the scale and complexity of the wealth and investments being managed and reviewed, the frequency of the meetings and reporting this typically amounts to a maximum of 0.5% per annum of the wealth being advised upon.
3. Strategy Meeting – Recommendations
This fee can vary significantly depending on the size and intricacy of the situation but generally between 1% and 3% (less any fee already paid) of the wealth being advised upon but is only payable if the recommendations are accepted. Please refer to our Welcome Pack for the latest rates.
Ad hoc advice
Most advice relating to the management of the investments and financial plans are incorporated in the ongoing service fee. For ‘Self Service’ Clients and where new situations arise with existing clients requiring a review of their strategy, an additional fee will be charged.

“Patrick has been my financial adviser for nearly 30 years now. He has helped me choose the right pension, insurance, investments and mortgage to suit my income and future aspirations. With Patrick's help my personal portfolio has grown steadily over the years. As an example, the personal pension Patrick helped me select doubled in value in the time my company scheme barely grew by 1%. The difference was due to sound professional advice consistently applied and all achieved with mainstream investment choices.”
Andy Preston,
Reviews and Ratings for Financial adviser Patrick McClelland, London
Telephone: 020 8532 9652
Primavera Financial Partners
87a High Street, Wanstead, London E11 2AE
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