Our Fees
*This chart makes the assumption that you start off with £100,000 invested in the S&P500 which grows on average by 9.26% pa. The chart compares the fees you would pay MoneyRight (£1,000) compared to a standard Financial Advisor’s rate of 0.8%. As you can see, you will make considerable savings by using MoneyRight’s fixed rate.
See how our fees compare
At MoneyRight Financial Planning, transparency and fairness are at the forefront of everything we do, including our fee structure. Unlike many traditional financial advisors who charge fees based on a percentage of your assets under management, we offer a fixed fee model that ensures clarity and predictability for our clients.
With our fixed fee approach, you can rest assured knowing exactly what you’ll pay for our services, regardless of the size of your portfolio. This stands in stark contrast to the average financial advisor, whose fees often fluctuate with market performance and the value of your investments.
Services | Fee |
|---|---|
MoneyRight Review (no advice or recommendations) | £300 |
MoneyRight Financial Planning (Advice &
Recommendation) | £749 |
Implementation of Recommended Solutions | £250 |
Mortgage Advice | No Fee
|
Insurance | £250 (offset by commission) |
Ongoing Packages | MoneyRight Digital Initial Investment: £999 | MoneyRight Pro Initial Investment: £900 | MoneyRight Premium Initial Investment: £900 |
|---|---|---|---|
COST PER ANNUM | £750 | £1,500 | £2,500 |
Annual Valuation Report | Online Upload | Online & Hardcopy | Online & Hardcopy |
Annual Review Meeting | Annual Online Meeting | 2 Per Year (1 online) | Unlimited |
Online Platform | |||
Fund Monitoring | |||
Newsletter | |||
Risk Tolerance Review | |||
Protection Review | |||
Mortgage Review | |||
Cash Flow Analysis | £250 | ||
New Money Investment Fee | £749 + Implementation | £500 + Implementation | |
New Drawdown Advice Fees | £749 + Implementation | £500 + Implementation |
