Our Fees

OUR FEES APPROACH

We believe in transparency and trust

Written confirmation of our fees.

Through our engagement letter we will quote all our fees clearly and transparently and relate this specifically to the work required. We charge for our professional services based on several key factors which includes the advice needed, complexity, time it takes and/or assets involved, and the level of expertise and responsibility involved.

FEES STRUCTURE

We are open-minded and flexible

How much does our advice cost?

The fundamental principle on which we operate is that our advice must add value and improve your overall financial position. Whether you are looking to consolidate your pensions, review your investment portfolio or an overall financial plan with tax advice, research, cashflow projections, recommendations, and implementation. We will agree on a fee that is mutually acceptable.

Full Financial Plan

For providing you with initial advice and a strategic report, including tax mitigation, research, cashflow forecasting, and recommendations either as a one-off piece or work or part of a holistic proposal.

Our fees typically range from: £1,500 – £2,500.

Real life
Engagement Letter
Full-Financial Plan

Advice & Implementation

We can work with you on a specific area of advice or provide recommendations following a Full Financial Plan. We will conduct independent research to identify the most suitable solutions to meet your objectives. This includes due diligence, advice & implementation.

Our fees typically range from: £2,500 – £4,500.

Real life
Engagement Letter
Suitability Report

On-going Servicing

This will be based on the level of total funds that we are managing and will include an agreed annual review schedule encompassing any meetings, valuation reports, fund monitoring, and ad hoc service & support.

Our fees could range from: 0.5% – 1%

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Hourly Rate / Fixed Fee

On occasion, it makes sense for us to work on an hourly rate where we have a specific project to work on and this typically happens when we’ve been asked to prepare work for a solicitor or an accountant. This ranges from £150 to £350 per hour (no VAT) and will depend on the nature of the work, the expertise & the experience required.

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What else can we offer?

At Blackstone Moregate, we offer you security, knowing that you are in capable and trusted hands. Our strength lies in our long standing employees who work and deliver as a team. We mix the skills and experience of highly qualified financial, tax and legal advisers to offer a fully integrated service. Our mission is to deliver good advice and great service to our clients along with finding innovative ways to deliver financial planning to a wider range of customers, while being commercial and profitable.

Frequently Asked Questions

You can pay us by bank transfer on receiving our invoice or we can deduct the amount from your investments. Ongoing charges are normally deducted from your investments.

Yes, you can cancel at any given time by giving us 30 days’ notice in writing.

No, we will introduce you to well-known tax experts and legal professionals who we have worked with over the years. We always work as a team to ensure your overall needs are best looked after.

Yes, you can and we aim to deliver within 48 hours. If there are more than 3 valuations a year than we would reserve the right to charge you for additional valuations.

No, to get financial advice from us there is no minimum investment amount required as we will quote you a flat fee for our work.

Yes, as part of inter-generational planning and helping young people to receive the right kind of advice we will be happy to provide them with guidance.

TESTIMONIALS

Kind words from our customers

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Apart from the courtesy and warm greeting I experience each time I speak or meet you or any of your team, I am always impressed by the level of knowledge...

Christian Stanley

I have been a client of Vijay Thakkar and Blackstone Moregate for over twenty years. Throughout this time they have carefully and sympathetically managed my small...

John Branscombe

We had a complex SIPP requirement involving multiple pension schemes and a joint property purchase. Our previous advisor had informed us that the chances...

Adrian Cowley

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