Unlocking Financial Success:

Explore Our Competitive Pricing Options

At EB Wealth, we understand the importance of providing affordable pricing options to our clients. We believe that financial services should be accessible to everyone, regardless of their budget. That's why we have designed our pricing structure with flexibility in mind.

We firmly believe in building long-lasting relationships based on trust and transparency. Our pricing is upfront and clearly communicated, enabling you to make informed decisions about your financial choices without any hidden surprises. We want to ensure that you feel comfortable and confident about the value you are receiving for your investment in our services.

Service Standard Initial Fee Service Tier 1
£100,000 - £299,999		 Service Tier 2
£300,000 - £749,999		 Service Tier 3
£750,000 - £1,499,999		 Service Tier 4
£1,500,000 + *
ADVICE SERVICES
New Client Initial Meeting No charge N/A N/A N/A N/A
Prior to engaging us for an advice service, we offer an initial meeting to understand your situation and identify your financial needs and objectives to assess which of our services, if any, may be suitable.
Pension & ISA transfers / consolidation From £2,500 Transfers can be executed via Direct Offer for existing clients – see below Transfers can be executed via Direct Offer for existing clients – see below Transfers can be executed via Direct Offer for existing clients – see below Transfers can be executed via Direct Offer for existing clients – see below
If you have more than one pension or ISA plan, we can undertake an in-depth review to assess the appropriateness of consolidating them and investing into our Centralised Investment Proposition.

As part of our service, we will liaise with the relevant pension / ISA providers on your behalf to consolidate the plans.
Crystallisation and Income Drawdown From £6,000 From £4,000 From £3,000 From £2,500 From £2,000
As you approach retirement, we can undertake a review of your current pension plans, alongside your personal financial situation and assess the options available to you, presenting you with a plan to meet your individual requirements. As part of our service, we will assist with putting this plan in place, contacting the relevant pension providers on your behalf.
Annuity Advice From £3,000 (offset by any commission payments) From £3,000 (offset by any commission payments) From £3,000 (offset by any commission payments) From £3,000 (offset by any commission payments) From £3,000 (offset by any commission payments)
As you approach retirement, we can undertake a review specifically to assess whether an annuity is appropriate for you and provide you with a recommendation as to which one. As part of our service, we will assist with putting this plan in place, contacting the relevant providers on your behalf.
Onshore Bond Investment From £3,000 From £2,500 From £1,750 From £1,000 From £500
Dependent upon your situation, we can undertake a review specifically to assess whether a bond investment may be suitable to your situation and provide a recommendation suitable to your circumstances.
Offshore Bond Investment From £3,000 From £3,000 From £2,500 From £2,500 From £2,000
Dependent upon your situation, we can undertake a review specifically to assess whether a bond investment may be suitable to your situation and provide a recommendation suitable to your circumstances.
Inheritance Tax Planning Typically £6,000
(£3,500 - £20,000+ dependent upon complexity)		 Typically £6,000
(£3,500 - £20,000+ dependent upon complexity)		 Typically £6,000
(£3,500 - £20,000+ dependent upon complexity)		 Typically £8,000
(£2,500 - £20,000+ dependent upon complexity)		 Typically £12,000
(£1,500 - £20,000+ dependent upon complexity)
We will undertake a thorough review of your current situation and assets and provide advice on inheritance tax planning, including Trusts and Business Relief investments, and assist in implementing the recommendation.

Where our recommendation involves setting up a trust, we will assist with setting up the trust as part of our service.

You have a legal requirement to perform due diligence on any trust for which you are the trustee. The initial review undertaken with ourselves, as well as any review we undertake if you require us to perform ongoing services, can help to demonstrate you are meeting your legal requirements.
Centralised Bespoke Product Investment N/A £300 per investment £85 per investment No charge No charge
We generally review the market 3-4 times a year to identify and research bespoke products (structured products and structured deposits) that look attractive based on our selection criteria and client needs. These may be recommended to clients paying for our Ongoing Monitoring & Review Service Fee. Clients wishing to invest will need to notify us within a short timeframe before the availability of the product expires, generally 2-4 weeks.
One-Off Bespoke Product Investment From £2,600 From £1,900 From £1,900 From £1,900 From £1,900
A review of the bespoke investment products on the market at the time of your enquiry e.g., structured products or deposits, to find an investment to suit your particular needs, investment knowledge, attitude to risk and investment strategy, as well as an analysis of affordability. We will provide our personalised recommendation in a written report.
Transfer from Passive to Active Service From £1,500 + increase from £250 ongoing fee to 0.50% of portfolio value Family member1 £1,250
(no charge for young adult2 family members)		 Family member1 £0 - £750 dependent upon complexity
(no charge for young adult2 family members)		 No charge for family member1 No charge for family member1
This service is aimed at our existing passively-managed clients and incorporates an in-depth review of your financial and personal situation, understanding your financial objectives, attitude to risk and capacity for loss to create an overall plan for your money and convert you to an actively-managed client.

1 Family member must have been passively managed for at least two years (no time limit for Service Tier 4) and typically includes a spouse or child in full time education.
2 Young adult: during a child's first period of employment.
Education Fees Planning From £2,000 From £1,000 From £750 From £500 No charge
We can assist in helping you plan wisely to meet the rising future costs of private education and / or university fees to help you provide your children with the best possible education without breaking the bank. We will discuss your choice of educational institutions with you as well as your current financial situation and carry out a review of the options available to you. If you would like an annual review, you may find a cashflow planning exercise will enable you to assess if you are still on track to meet your goals.
Non-Investment Insurance Full review from £3,000 (offset by any commission payments)
Life insurance quotes only – £500 + VAT		 Full review from £3,000 (offset by any commission payments)
Life insurance quotes only – £250 + VAT		 Full review from £3,000 (offset by any commission payments)
Life insurance quotes only – no charge		 Full review from £3,000 (offset by any commission payments)
Life insurance quotes only – no charge		 Full review from £3,000 (offset by any commission payments)
Life insurance quotes only – no charge
We will provide advice on the most suitable insurance contract(s) for you. This will include a fair and unbiased analysis of the market in relation to all relevant products, gathering quotes from across all market providers and selecting the most appropriate one for your specific and personal needs.
Annual Meeting N/A Held via video call, telephone or at our offices Held via video call, telephone or at our offices May be held at an alternative location convenient to you within a reasonable distance of our offices May be held at an alternative location convenient to you within a reasonable distance of our offices
This is the annual meeting for our actively-managed clients (who take up our Ongoing Monitoring & Review Service).
Holistic Independent Financial Advice From £2,500 + VAT

If you subsequently decide to engage us immediately following the meeting for any of our services that will result in using our Ongoing Monitoring & Review service, we will look to offset this fee against the initial fee for the service we provide.		 N/A N/A N/A N/A
Our holistic independent advice service includes an initial meeting and an in-depth review of your financial and personal situation before creating an overall plan for your money where you do not wish to invest in our Centralised Investment Proposition or engage us for our Ongoing Monitoring & Review service. We are able to tailor our advice to any particular topic, as determined by your personal situation and objectives, including:
  • Managing finances
  • Tax planning
  • Retirement / pension planning
  • Retirement income projections
  • Pension consolidation
  • Investment guidance
  • Inheritance & gifting
  • Mortgage repayment guidance
  • Changes of circumstances, including divorce (e.g., pension sharing), family deaths, etc.
  • Elderly care options
  • Non-investment insurance / financial protection (critical illness cover, private medical insurance, life cover, income protection, family income benefit, etc.)
Financial Advice and One-off Investment Portfolio Recommendation From £5,000 + VAT
The starting fee is based on a single provider.		 N/A N/A N/A N/A
This service includes investment recommendations on your current investments (not managed by EB Wealth) and any funds you are invested in to assess their suitability with a potential recommendation of specific additional / alternative funds on the same platform and will incorporate a review of the appropriateness of the product provider.

This service is typically for individuals who do not want to take up our Ongoing Monitoring & Review service. The service requires in-depth research on your current provider and the funds available.
NON-ADVISED DIRECT OFFER PROMOTIONS
Direct Offer Promotions £250 (reduced to £125 where your ongoing fee is £250) for up to three transfers1,2

For new clients, this includes the set-up of any new plans, as well as any initial contribution, including up to three transfers.		 £125 for up to three transfers1,2 No charge for up to three transfers1,2 greater than £20,000 in total
£125 for up to three transfers1 less than £20,000 in total		 No charge for any number of transfers1 No charge for any number of transfers1
A low-cost, online solution that enables you to invest into a pension plan or stocks & shares ISA plan without receiving personalised recommendations or advice. You will be invested in our Passive Centralised Investment Proposition and subject to a passive ongoing service fee.

1 Transfers into your existing investment plan
2 Any additional transfers made at the same time will each incur a charge of £50
3 Children up to age 18 – or age 23 if in full time education
4 Family members are typically a spouse or child no longer in full time education
Direct Offer Promotions – Discounts for family members of actively-managed clients No charge for child family members3 to set up a new plan or transfer in an existing plan — — No charge for family members4 setting up a new plan with initial contributions / up to three transfers2 greater than £20,000 in total No charge for family members4
A low-cost, online solution that enables you to invest into a pension plan or stocks & shares ISA plan without receiving personalised recommendations or advice. You will be invested in our Passive Centralised Investment Proposition and subject to a passive ongoing service fee.

1 Transfers into your existing investment plan
2 Any additional transfers made at the same time will each incur a charge of £50
3 Children up to age 18 – or age 23 if in full time education
4 Family members are typically a spouse or child no longer in full time education
PERSONALISED GUIDANCE MEETINGS AND OTHER NON-ADVISED SERVICES
Personalised Guidance Meetings £2501 + VAT

1 If you decide to engage us immediately following the meeting to implement any plans discussed, we will offset this fee against the fee for the service we provide. VAT will likely no longer be applicable.		 £2501 + VAT for family members £1251 + VAT for family members Up to three free Personalised Guidance Meetings for family members No charge for all family members
A one-hour meeting to discuss financial options available to you based on your personal circumstances. This service does not include a written report. Topics covered may include (amongst others):
  • Managing finances
  • Tax planning
  • Retirement / pension planning
  • Pension consolidation
  • Investment guidance
  • Inheritance & gifting
  • Mortgage repayment guidance
  • Changes of circumstances, including family deaths, ill health, etc.
  • Divorce e.g., pension sharing, financial mediation
  • Elderly care options
  • Non-investment insurance / financial protection (private medical insurance, critical illness cover, life cover, income protection, family income benefit, mortgage protection, etc.)
Cashflow Modelling From £1,200 + VAT From £750
Simplified cashflow: No charge		 From £375
Simplified cashflow: No charge		 From £375
Simplified cashflow: No charge		 No charge
Based upon your personal data, we offer a cashflow modelling service to help you understand your current financial position and your future financial position by generating a financial planning forecast.
Pension Carry Forward Exercise From £1,200 + VAT From £750 (covers up to three recently funded pensions) From £350 (covers up to three recently funded pensions) From £125 (covers unlimited number of pensions) No charge (covers unlimited number of pensions)
Exercise to establish if you have any unused pension contribution allowances from the previous three years and are able to claim tax relief.
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Service Standard Initial Fee Service Tier 1
£100,000 - £299,999 		Service Tier 2
£300,000 - £749,999 		Service Tier 3
£750,000 - £1,499,999 		Service Tier 4
£1,500,000 +
Pension & ISA transfers / consolidation From £2,500 Transfers can be executed via Direct Offer for existing clients Transfers can be executed via Direct Offer for existing clients Transfers can be executed via Direct Offer for existing clients Transfers can be executed via Direct Offer for existing clients
Prior to engaging us for an advice service, we offer an initial meeting to understand your situation and identify your financial needs and objectives to assess which of our services, if any, may be suitable.
Crystallisation and Income Drawdown From £6,000 From £4,000 From £3,000 From £2,500 From £2,000
If you have more than one pension or ISA plan, we can undertake an in-depth review to assess the appropriateness of consolidating them and investing into our Centralised Investment Proposition. As part of our service, we will liaise with the relevant pension / ISA providers on your behalf to consolidate the plans.
Annuity Advice From £3,000 (offset by any commission) From £3,000 (offset by any commission) From £3,000 (offset by any commission) From £3,000 (offset by any commission) From £3,000 (offset by any commission)
As you approach retirement, we can undertake a review of your current pension plans, alongside your personal financial situation and assess the options available to you, presenting you with a plan to meet your individual requirements. As part of our service, we will assist with putting this plan in place, contacting the relevant pension providers on your behalf.
Onshore Bond Investment From £3,000 From £2,500 From £1,750 From £1,000 From £500
Dependent upon your situation, we can undertake a review specifically to assess whether a bond investment may be suitable to your situation and provide a recommendation suitable to your circumstances.
Offshore Bond Investment From £3,000 From £3,000 From £2,500 From £2,500 From £2,000
Dependent upon your situation, we can undertake a review specifically to assess whether a bond investment may be suitable to your situation and provide a recommendation suitable to your circumstances.
Inheritance Tax Planning Typically £6,000 (£3,500 - £20,000+ dependent upon complexity) Typically £6,000 (£3,500 - £20,000+ dependent upon complexity) Typically £6,000 (£3,500 - £20,000+ dependent upon complexity) Typically £8,000 (£2,500 - £20,000+ dependent upon complexity) Typically £12,000 (£1,500 - £20,000+ dependent upon complexity)
We will undertake a thorough review of your current situation and assets and provide advice on inheritance tax planning, including Trusts and Business Relief investments, and assist in implementing the recommendation. Where our recommendation involves setting up a trust, we will assist with setting up the trust as part of our service. You have a legal requirement to perform due diligence on any trust for which you are the trustee. The initial review undertaken with ourselves, as well as any review we undertake if you require us to perform ongoing services, can help to demonstrate you are meeting your legal requirements.
Centralised Bespoke Product Investment N/A £300 per investment £85 per investment No charge No charge
We generally review the market 3-4 times a year to identify and research bespoke products (structured products and structured deposits) that look attractive based on our selection criteria and client needs. These may be recommended to clients paying for our Ongoing Monitoring & Review Service Fee. Clients wishing to invest will need to notify us within a short timeframe before the availability of the product expires, generally 2-4 weeks.
One-Off Bespoke Product Investment From £2,600 From £1,900 From £1,900 From £1,900 From £1,900
A review of the bespoke investment products on the market at the time of your enquiry e.g., structured products or deposits, to find an investment to suit your particular needs, investment knowledge, attitude to risk and investment strategy, as well as an analysis of affordability. We will provide our personalised recommendation in a written report.
Transfer from Passive to Active Service From £1,500 + increase from £250 ongoing fee to 0.50% of portfolio value Family member £1,250 Family member £0-£750 dependent upon complexity No charge for family member No charge for family member
This service is aimed at our existing passively-managed clients and incorporates an in-depth review of your financial and personal situation, understanding your financial objectives, attitude to risk and capacity for loss to create an overall plan for your money and convert you to an actively-managed client. 1Family member must have been passively managed for at least two years (no time limit for Service Tier 4) and typically includes a spouse or child not classed as a ‘young adult’. 2Young adult: typically up to age 30, either still in full time education or during their first five years of employment
Education Fees Planning From £2,000 From £1,000 From £750 From £500 No charge
We can assist in helping you plan wisely to meet the rising future costs of private education and / or university fees to help you provide your children with the best possible education without breaking the bank. We will discuss your choice of educational institutions with you as well as your current financial situation and carry out a review of the options available to you. If you would like an annual review, you may find a cashflow planning exercise will enable you to assess if you are still on track to meet your goals.
Non-Investment Insurance Full review from £3,000 (offset by any commission). Life insurance quotes only - £500 + VAT Full review from £3,000 (offset by any commission). Life insurance quotes only - £250 + VAT Full review from £3,000 (offset by any commission). Life insurance quotes only - no charge Full review from £3,000 (offset by any commission). Life insurance quotes only - no charge Full review from £3,000 (offset by any commission). Life insurance quotes only - no charge
We will provide advice on the most suitable insurance contract(s) for you. This will include a fair and unbiased analysis of the market in relation to all relevant products, gathering quotes from across all market providers and selecting the most appropriate one for your specific and personal needs.
Annual Meeting N/A Held via video call, telephone or at our offices Held via video call, telephone or at our offices May be held at an alternative location convenient to you within a reasonable distance of our offices May be held at an alternative location convenient to you within a reasonable distance of our offices
This is the annual meeting for our actively-managed clients (who take up our Ongoing Monitoring & Review Service).
Holistic Independent Financial Advice From £2,500 + VAT N/A N/A N/A N/A
Our holistic independent advice service includes an initial meeting and an in-depth review of your financial and personal situation before creating an overall plan for your money where you do not wish to invest in our Centralised Investment Proposition or engage us for our Ongoing Monitoring & Review service. We are able to tailor our advice to any particular topic, as determined by your personal situation and objectives, including:
  • Managing finances
  • Tax planning
  • Retirement / pension planning
  • Retirement income projections
  • Pension consolidation
  • Investment guidance
  • Inheritance & gifting
  • Mortgage repayment guidance
  • Changes of circumstances, including divorce (e.g., pension sharing), family deaths, etc.
  • Elderly care options
  • Non-investment insurance / financial protection (critical illness cover, private medical insurance, life cover, income protection, family income benefit, etc.)
Financial Advice and One-off Investment Recommendation From £5,000 N/A N/A N/A N/A
This service includes investment recommendations on your current investments (not managed by EB Wealth) and any funds you are invested in to assess their suitability with a potential recommendation of specific additional / alternative funds on the same platform and will incorporate a review of the appropriateness of product provider. This service is typically for individuals who do not want to take up our Ongoing Monitoring & Review service. The service requires in-depth research on your current provider and the funds available.