We believe in openness and honesty when it comes to the way we charge for the expert financial advice we provide to private investors and business owners.
You can learn more about the three levels of service we provide by visiting our library.
Initial Consultation – Free of charge
Working with Panoramic Wealth Management
- Chartered Financial Planner: £250 per hour
- Paraplanner: £75 per hour
- General Administration: £40 per hour
Minimum fee for set up £3,000