Our Fees

At Calton, transparency and fairness are at the heart of our fee structure. They ensure that you receive the value you deserve without any surprises.

Initial Discussion

Our commitment to you begins with our first meeting, which is free of charge. We take the time to understand your needs and the scope of your project, then offer a firm quote. This approach provides peace of mind, so you know exactly what to expect without unexpected bills or costs.

Fixed Fee Financial Plans

Once we determine the scope of work involved, we’ll agree on a fair fee based on the complexity of your situation and the time involved. We focus on building a relationship with you, not just your money, setting us apart from others in our field.

Implementation

Should you choose to proceed with implementing your financial plan, we charge a maximum of 1% implementation fee on any invested funds. Let us shoulder the responsibility, leaving you free to enjoy life without worrying about the details.

Ongoing Service

Like any journey, your financial plan requires periodic review and adjustment. Our ongoing service ensures your plan remains on track to achieve your aspirations. The fee for this service is agreed upon upfront, providing you with peace of mind and the flexibility to cancel at any time.

Our ongoing service typically includes:

 

  • Regular reviews to keep your plan aligned with your goals
  • Adjustments to your plan as needed
  • Monitoring investment performance and making necessary changes
  • Expert advice for tax efficiency
  • Support with administrative tasks
Start your journey
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Calton has massively broadened my knowledge of what it is to plan for my future and to make my money work better for me.

 

Mr K Nagarajah

Perthshire

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