Our fees
Our fixed fees give you clear, upfront costs for peace of mind. Use our bespoke fee calculator and fee comparison to see what you'll pay for our services and how we differ from others.
We believe fees should be based on the work required, not the wealth involved. This removes potential conflicts of interest when fees are linked to a percentage of your assets, or your family’s net worth.
Fixed fees are fair, clear and simple. You know exactly what you’ll be paying right from the outset. Our approach is based on transparency and integrity. We only work with clients where we believe value can be added.
Financial planning fees
We structure our fees in two stages: an initial financial planning fee and an ongoing planning fee. Both are charged as fixed fees.
The initial fee is calculated based on the time involved in providing and implementing your bespoke plan. We will not exceed this fixed quote without your clear agreement.
Where ongoing planning is appropriate and adds value, we will confirm if the Core or Complex service is required. This is dependent on the work involved and the complexity of your family’s arrangements.
See what you’ll expect to pay
We have created a calculator that gives you an indication of your fixed fee and the level of ongoing service you may require. Simply answer these four questions, and your estimated fee will be displayed.
1.How many pension and investment plans does your household have?
2.What is the approximate total value of your household's pensions, investments and savings?
3.Are you planning to retire in the next 12 months?
4.Does your household have any complex arrangements such as Trusts, VCT, EIS or Company Share Schemes?
Client stories
Vouchedfor
VouchedFor allows people to find and review financial and other professional advisers. It’s a bit like TripAdviser for the financial services! You can read our reviews and see for yourself why we are a top-rated VouchedFor adviser.
We’re a VouchedFor Top Rated Firm
We have been included in the VouchedFor Top Rated Guide, distributed by The Times, for the second year in a row. VouchedFor’s Top Rated Guide aims to identify and celebrate the UK's best financial advice firms based on client feedback.
Otley Business Awards
Thomas Hatley, our director, and Theo Rhodes, our Paraplanner, both collected an award at the 2022 Otley Business Awards, in recognition for all their hard work and dedication to Christopher Little & Co and the Otley Business Community.
100%
Clients who would be happy to recommend us.
100%
Clients who were satisfied with our service.
100%
Clients who believe working with us has helped, or will help, them achieve their goals.
Description
Fact find, state pension, ID check, cashflow, and second and third meeting
Description
At retirement, plus compliance check and basic annuity quote
Description
Recommendation report, implementation and track
Description
First plan including request, analyse, and sr
Description
Extra plans including request, analyse, transfer and track
Description
Inheritance Tax plans, VCT, EIS and trusts
