Fees

How do we charge?

More4Life aims to provide a flexible fee solution that will enable you to have control over how you pay for our services and an understanding of what it costs.

You will be quoted a fee for any initial advice work prior to commencing the More4Life solution. This fee will be based on the adviser’s assessment of the complexity and time involved in providing the advice and includes the preparation of a comprehensive written fnancial plan.

An ongoing financial planning and advice fee entitles you to become part of More4Life target review programme, including annual or semi-annual reviews, portfolio monitoring and rebalancing, market information and enjoying access to your adviser for all your queries.

Our fees are not influenced by any product recommendation. Fees are either deducted from your investments or invoiced directly to you. All fees are fully disclosed and agreed upon before we provide any advice.