Fees

We have tiered pricing that’s competitive, simple & fair based on the size of your investment.

The exact fee you’ll pay will depend on your circumstances and requirements.

Satisfaction guarantee

You’ll have the option to waive any fees if you believe the advice process has not been of any value to you (subject to T&C’s)

Deducted from portfolio

Most clients pay for our services directly from their pension/investment portfolio. They typically prefer this as it avoids needing to pay out of pocket.

VIEW OUR FEEs here

FAQs

  • Simply get in touch by phone 01564 654 101, email contact@thefullpicturefp.co.uk, or by using the contact form and we can arrange a suitable time to have a 15-minute introductory call.

  • No, it’s at our expense.

  • Either in person or remotely via Zoom.

  • We’re based in central England in the village of Henley-In-Arden. Thanks to modern technology, we can work with clients nationally.

  • It depends on the situation. Clients we work with typically have over £100k available to invest, but this isn't a hard requirement. This includes funds held inside pensions/SIPPs, ISAs or general investment accounts, cash that you have available to invest, or a combination. If you are unsure, please get in touch and we will be able to advise.

  • Yes, Peter is a fully independent Chartered Financial Planner, which means he’ll provide you with fully personalised financial advice with the sole goal of improving your financial situation. He gives unbiased advice on the full range of options and products available and isn’t tied or restricted to any providers.

  • Peter is a Chartered Financial Planner, which is the highest qualification in this industry, setting him apart from most advisers.

    To become a Chartered Financial Planner involves jumping through many hoops, passing lots of exams, and having several years of experience in the financial services industry. To maintain Chartered status, Peter must adhere to a strict code of ethics and conduct. He must also demonstrate a commitment to ongoing professional development and participate in continuing education programs to stay up-to-date with the latest industry trends and best practices.

  • No, VAT is not currently applicable for financial advice.

  • Yes, you’ll have the option to waive any initial fees if you honestly believe the advice process has not been of any value to you (subject to T&C’s).

  • Yes. We take an intergenerational approach for clients. For example, something that comes up quite often is clients wanting to help their children or grandchildren financially, but in a well-managed way (for example gifting lump sums for investment purposes). This is an area we can help with.