Getting to the figures
Our costs
Highly qualified financial expertise is hard to find. But with Bourlet Consulting, we have all the experience of building wealth with a personal touch.
Schedule
Financial plan
 | Discover Hello Understand | No Cost |
 | Design Analyse Strategise | £500 |
 | Detail Finesse Recommended | £1,500 |
 | Deliver Implement Welcome | Fixed fee based on work involved |
Review costs
Invest funds
The cost of our Review Service is based on the value of investments that we manage
for you. Our costs are as follows:
| Below £1,000,000 | 1.00% pa |
| £1,000,000 or more | 0.85% pa |
| £1,500,000 or more | 0.75% pa |
| £2,000,000 or more | 0.70% pa |
£2,500,000 or more | 0.65% pa |
The Review costs for portfolios of more than £1,000,000 applies to the whole portfolio, not just the amount above the specified value band.
There is a minimum annual cost of £2,500.
Since our costs are calculated on a percentage basis, the cash amount will increase as the value of your portfolio increases. Similarly, it will reduce as the value of your portfolio reduces.
Next steps
Get in touch
If you want to know more about our plan and process, simply pick up the phone, get in touch and we would be happy to talk through financial options with you.