Services & Fees
Every package below is fixed-fee, agreed and published upfront. There are no commissions, no assets-under-management charges, and no requirement to continue working with us afterwards. You’ll know the exact cost before you book — never an estimate that grows once we’ve started.
£750
Most popular
£1,500
£2,500
£500
£4,500 – £7,500
Not sure which fits? A short initial call is free — we’ll help you pick the right package before anything is booked or paid for.
Most reviews fit neatly into the fixed fees above. If your situation involves multiple overseas pensions, several trust structures, or holdings spread across a number of jurisdictions, we’ll scope the extra complexity on your free initial call and agree a fixed fee for it in writing — confirmed before any work begins, never billed by the hour and never a percentage of what you hold.
Our fee is the only fee we ever receive — no commission, no product fees, no share of what you hold, on anything. As part of every review, we’ll also show you what your existing platform, adviser, or funds are actually costing you each year, in pounds — even though we don’t arrange, hold, or manage any of it ourselves. Nothing we say about your existing costs is coloured by an incentive to change them.
Future Financial is not authorised or regulated by the FCA, and nothing we provide is a personal recommendation under FSMA 2000. Our services are commentary, modelling, and education to help you understand your own position. Where you need regulated advice — for example, a specific personal recommendation to buy, sell, or transact — we will refer you to an appropriately authorised specialist.