Our Fees

Investing in professional financial planning advice may be the best decision you ever make.

A well-defined financial strategy will improve your chances of achieving your most cherished life goals, as well as improving your financial well-being and peace of mind.

Our fees are simple, fair, and easy to understand. There are no hidden costs.

Aligned with your success

Our Managing Director, Amyr Rocha Lima, explains our fee structure and how it aligns with your investment success.

First things first...

Our first meeting is all about understanding you and your requirements while explaining our approach. This meeting helps both of us determine if we're a good fit.

Once we decide to move forward, we'll clearly lay out our fees in plain English. This ensures you can make an informed choice about partnering with us.

For those nearing retirement or already retired who align well with our firm, rest assured: there's no cost for this process. We're committed to showing you the value we offer before you pay us a single pound in fees or entrust us with your nest egg.

Given the breadth of our technical expertise and practical experience, we believe that our fees represent excellent value for the advice and service that we provide.

Client Stories

"The trust and feeling of comfort has grown over the eight years since our first meeting."

"They are good listeners and make thoughtful recommendations that are relevant to what we are trying to accomplish in our lives."

"Working with them on my long-term financial plan has been a source of comfort since my husband's passing."

Our job is to make sure that every decision you make moves you closer to your goals.

Contact Us

If you've never worked with a financial planner before, we'll guide you through the process.

If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.