Our fee philosophy

Providing value to our clients’ lives is paramount to us, so our unbiased fee structure and service reflect this.

We’re upfront from day one

The way we work is simple, if we can add value, we are happy to advise. We charge for the time taken, which allows us to be totally focused on the client. This is entirely bespoke and will be dependent on the work involved.

Following the initial meeting, we’ll confirm the scope of our advice and then the fee. This way of working ensures that our work is client focused.

A service which values you

We genuinely love helping people and seeing their lives change because of the work we do for them.

When we see that weight being lifted off someone’s shoulders, we know we’ve done our job right. Here’s how we will work with you and add value to your life:

We base our fees on how long the work will take rather than a percentage of your assets.


By building a long-term relationship with clients, we achieve the best results

We’re transparent and disclose fees as soon as we know we can add value

Our ongoing advice is tailored to clients, so there’s no off-the-shelf solution

See who we’ve
already helped

The work that Abbotstone and Rob did was seamless. They made our situation and the options we have easy to understand.
Doug and Diane
We confidently live our lives and spend when we need to without worry, because Abbotstone are managing our finances for us.
Paul and Carolyn

Contact us

Ready to talk? If you want to find out more about how we can add value to your life, get in touch using the form or contact details below.