Financial Planning Fees
When working with us on financial planning, we have two separate fees.
100 day plan
MUVADO’s 100 Day Plan gets you on track.
​
One fee for:
- Understanding what’s important to you
- Analysing your current financial situation
- Presenting your financial plan
- Providing written financial advice
​
The fee for MUVADO’s 100 day plan depends on the complexity of your situation.
Muvado Membership
MUVADO’s membership keeps you on track.
​
​One fee for:
- Answer any questions you have, anytime
- Adapt your financial plan to changes
- Hold you accountable to your plans
- Review your financial arrangements at least annually
​
The fee for MUVADO’s membership depends on your service needs.
MUVADO's 100 Day Plan
Taking Flight
About you:
- Less than 5 financial products
- Household income £100,000 to £250,000
- Capacity to save each month
- Looking to climb the property ladder
- Potential for future career progression
- Looking for clarity on what’s possible
single/couple | £1,495/£1,995
Gaining Altitude
About you:
• Less than 10 financial products
• Household income £250,000 to £500,000
• Building long-term investments
• Living in your long-term home with a mortgage
• In a senior professional position
• Projecting when you can make work optional
single/couple | £2,495/£2,995
Flying High
About you:
• 10 or more financial products
• Household expenditure £100,000+ a year
• Complex tax planning for investments
• Mortgage free or repayment expected within 10 years
• Thinking about life after work or a change of pace
• Deciding what financial independence looks like
single/couple | £3,495/£3,995
MUVADO's Membership
Taking Flight
£175/245pm
Gaining Altitude
£345/495pm
Flying High
£495/745pm
Services
One page financial plan
Annual suitability reviews and report
Calculating your noodle budget
Investing your ‘money mother dough’
Basic estate planning
Checking your family are financially protected
in event of a catastrophe
Basic pension and tax planning,
including ISA utilisation
Capital gains tax planning
Cashflow projections updated every 3 years
Liaise with other professionals
Regular articles and videos
Our team available anytime
Children’s investments
Education fees planning from savings
Update cashflow annually
Using assets to meet expenditure
Annual allowance and lifetime allowance
planning for pensions
Company directors and partnerships
Technical estate planning, including trusts
annual stability