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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.

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 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

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Business succession / exit planning

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Business risk & protection

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Profit extraction & structuring remuneration

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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:

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1 business & 1 personal annual progress review

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Removal of administrative burden

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Ongoing portfolio maintenance, monitoring &oversight

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Ongoing servicing e.g. withdrawals

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Ensures ongoing suitability of our recommendationsin relation to your Elevate Programme

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Unlimited access to technical support & your Trusted Planner

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Exit & Retirement Planning

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Ongoing Sounding Board

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Liaison, facilitation & attendance to 3rd party professional meetings

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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%

 We Elevate families, too. 

Find out more how we work with individuals and families to help them to secure their financial future. 

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