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Out with the old,
in with the bold.
At Sound Financial Planning, we don't have confusing charging structures or archaic fee models. We believe in fair, transparent charging that works for everyone.
ELEVATE
We have two different charging models,
one for initial planning work, and the other for ongoing support from us.
PROGRAMME
For Business
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PARTNERSHIP
For Business
PROGRAMME
For Business
Sound support for you and your business
What this includes:
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5 key scenarios in cashflow planning
Business succession / exit planning
Business risk & protection
Profit extraction & structuring remuneration
Collaboration with 3rd party connections
What this costs:
Elevate Programme
Starting from:
£10,000
(plus VAT)
But never more than:
£15,000
(plus VAT)
Payment Plan
Payable upon commitment:
£3,870
(plus VAT)
Followed by:
Monthly payments for 6 months
Specific Advice:
£0
Unlike other firms, we include all specific advice fees in your Elevate Programme.
Implementation:
1st
£0 - £500k
2%
2nd
£500k - £1m
1.5%
3rd
£1m+
1%
PARTNERSHIP
For Business
Your plug in business partner
What this includes:
1 business & 1 personal annual progress review
Removal of administrative burden
Ongoing portfolio maintenance, monitoring &oversight
Ongoing servicing e.g. withdrawals
Ensures ongoing suitability of our recommendationsin relation to your Elevate Programme
Unlimited access to technical support & your Trusted Planner
Exit & Retirement Planning
Ongoing Sounding Board
Liaison, facilitation & attendance to 3rd party professional meetings
Access to our Elevate Business Coaching
What this costs:
Elevate Partnership
Payment Options
Specific Advice:
1%
of Funds under Advice
Subject to a minimum of:
£10,000
(plus VAT)
Yearly or Monthly Retainer
(VAT Payable)
From your investment
Please note the ongoing fee (if paid via your investment) will vary in line with the fund values and could be higher or lower throughout the year.
£0
Unlike other firms, we include all specific advice fees in your Elevate Programme.
Implementation:
1st
£0 - £500k
2%
2nd
£500k - £1m
1.5%
3rd
£1m+
1%
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