Life Plan
Finding Peace with Money
How much will the Life Plan cost?
There is a basic charge of £600 for the Life Plan, which will be payable once the Draft Plan has been fully and comprehensively set up and the client is ready to take advice and make decisions on specific components of their plan through the Active Plan. If this amount is not affordable, it will be deferred until it is affordable in the context of the Life Plan as a whole. No further Life Plan fees will be agreed until the client’s Life Plan has been developed significantly across all components through work carried out on their Active Plan.
Active Plan fees are agreed at each point that the client receives a service or takes advice from one of the Active Plan practitioners. Where the client is receiving a service from an external party such as GP3 Financial Solutions Ltd, Trust Financial Planning Ltd will receive a proportion of those fees but the client will be charged the same fee as if they had become a client of GP3 Financial Solutions without having been referred by Trust Financial Planning.