Simple, fair, fixed

I believe in charging a fair price for my services; not one that is contingent on factors outside of my control, such as stock market performance. And not one that’s dependent on how much money you have to invest.

This is why I charge fixed fees for each stage of my service, which are agreed with you in advance.

Initial discovery meeting

This meeting is key to enabling us to work together over the long term, so it is held entirely at my expense. The only investment I ask of you is your time and willingness to explore your financial goals or concerns.

Advice fee

Once we both understand what you want to achieve in life, I’ll put together a detailed financial plan to show you how you can achieve your goals. At this stage, I will quote you a fixed fee for the research and planning. This also includes implementation of your financial plan. I won’t start any work until this fee is agreed.

Ongoing fee

As life goes on, things will change, including your priorities. My role is to continue to guide and steer you towards what’s important to you and to do everything I can to ensure that your wealth works for you and not the other way around. There is an annual, fixed fee for this ongoing service, which is agreed with you from the outset.

If you’d like to know more about how we will work together, take a look at the journey page.

Learn more

Parminder’s advice has put us firmly in the driver’s seat.

We now have a clear exit strategy from the business which is right for us.

Our lives have been transformed; where we once felt trapped in the business, we now have the freedom to work if we want to.

Charles and Anne, Owners, Travel and tourism business
I feel more confident and in control of my family’s future and my finances now have a purpose.

With a structured financial plan, my dreams and aspirations will become a reality.

Now, if I work long hours, it’s because I want to, not because I have to.

Alan, Wine Bar Owner, City of London
Parminder’s advice has allowed me to retire five years earlier than I thought I could.

This has enabled me and my wife to do all the things that we really want to do.

His advice has given us the confidence and freedom to live our lives the way we want to, without worrying about running out of money

David, Scientific Instruments business owner, Hertfordshire

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