HOW MUCH DOES CAPS LIFESTYLE FINANCIAL
PLANNING COST?
At CAPS Financial our financial planning fees are fully transparent. Structured in two parts, they include:
Initial Lifestyle Financial Plan
a one-off fixed fee for the creation of your tailored plan and implementation of any required financial products.
Ongoing Financial Planning Support
an asset-based charge (subject to minimum and maximum £ amounts) for the ongoing monitoring and adjustment to your Lifestyle Financial Plan, together with any further implementation work required.
As financial planning fees are typically dependent on an individual’s requirements and the complexity of the situation, we will provide a fee quotation following the free introductory consultation.