Our advice
Fees & Charges
Simple. Transparent. Fairly Priced.
Many financial advice firms charge high fees, hide them in the small print, and make it hard to see what you’re really paying for.
We do things differently. Our advice is straightforward, transparent, and fairly priced. We believe that when costs are clear, you can feel confident in the value we provide. Our goal is to build lasting relationships where your success drives ours — not to sell products or chase short-term gains.
Your First Appointment
Free and Without Obligation
Whether it be remote or in person, we’ll organise a relaxed chat to understand your goals and how we can help. No pressure, no sales pitch.
We can also prepare a personalised Situation Analysis document highlighting your current position and potential opportunities, so you can clearly see the value before deciding.
How our fees compare...
Independent research shows that many UK adviser firms charge an average of 2.4% initial fee and up to 1% for ongoing.* At Heritage, our approach is refreshingly straightforward: 1% initial and 1% ongoing. Our pricing is competitive, transparent and designed to deliver lasting value over time.
*Financial Conduct Authority’s 2020 report, “Evaluation of the Impact of the Retail Distribution Review and the Financial Advice Market Review”
