Investment Consultation Pricing
Professional investment advice tailored to your financial goals and experience level
Individual results may vary based on market conditions and personal circumstances.
Past performance does not guarantee future results.
Initial Consultation
Perfect for new investors seeking foundational guidance
- Portfolio assessment and risk analysis
- Investment goal setting and strategy development
- Basic asset allocation recommendations
- Follow-up summary report
Comprehensive Review
Ideal for experienced investors with existing portfolios
- In-depth portfolio analysis and rebalancing
- Tax-efficient investment strategies
- Alternative investment opportunities
- Risk management and diversification
- Detailed written recommendations
Wealth Management
For high-net-worth individuals requiring sophisticated strategies
- Advanced portfolio optimization
- Estate planning and inheritance strategies
- International investment opportunities
- Private equity and hedge fund analysis
- Ongoing support and monitoring
- Priority booking and extended sessions
Pricing Details
- All consultations are conducted by FCA-regulated advisors
- Minimum booking duration is one hour with 15-minute increments thereafter
- Consultations available via video call, phone, or in-person (London only)
All prices include VAT at 20%
All prices include applicable VAT/sales tax
Payment and Commission Structure
We operate on a transparent fee-only basis with no hidden commissions.
No commissions received from recommended investment products
Independent advice free from product bias
Representative APR Representative APR: N/A (consultation services only)% (variable) on credit-based products
APR calculations do not apply to consultation services
Authorised and regulated by the Financial Conduct Authority (FRN: 789432)
Prices may vary based on complexity and consultation requirements
Frequently Asked Questions
What's included in an investment consultation?
Each consultation includes portfolio analysis, risk assessment, personalized recommendations, and a follow-up summary report with actionable investment strategies.
How do I prepare for my consultation?
Gather your current investment statements, define your financial goals, and prepare questions about your investment concerns. We'll provide a preparation checklist upon booking.
Can I book multiple sessions?
Yes, many clients benefit from ongoing consultations. We offer package deals for multiple sessions and can schedule regular reviews of your investment progress.
Ready to optimize your investment strategy?
Book Consultation