What you pay

Become a Plan First Wealth client, and you’ll enjoy clear, transparent fees with no hidden costs or commissions. Discover how we charge for our services and why we believe our approach puts your interests first.

How it works and why it’s worth it

Here, we charge a percentage of the assets we manage for you, with rates starting at 1% per annum and decreasing as your portfolio grows. This approach means our interests align with yours – we only succeed when you do.

All fees are agreed explicitly in advance. You’ll always know what you’re paying and why. Our advisers don’t receive commissions from product providers, and we are fee-only.

Financial planning is included as part of our investment management service. As long as we’re managing your investments, any planning work – including cashflow forecasting, retirement projections, and ongoing reviews – is covered by your advisory fee.

The Plan First Wealth fee guarantee

If you’re dissatisfied with our service during your first six months as a client, we’ll refund all advisory fees charged during that period. No arguments, no complicated terms – just a straightforward commitment to delivering value.

This guarantee is a demonstration of our confidence in our abilities, but it goes deeper than that. Research by the International Longevity Centre found that UK individuals with an ongoing relationship with a financial adviser had nearly 50% higher average pension wealth than those who took one-off advice. It’s our hope that you’ll be satisfied with the service you receive from us now and for many years to come.

Real expats, real results

When you’ve left everything familiar behind to build a life in America, your financial planning needs to work harder. See how our cross-border experience has transformed messy, stressful situations into coherent plans that help expats sleep at night.

Why choose us?