Fee Calculator — Foundation Wealth

— FEES

Calculate your fees

Foundation Wealth · Fee Calculator

Financial Planning

Your estimated fees

Investment or pension value

£

£0£500k£1m£1.5m£2m

Initial Advice Charge

One-off · planning & implementation

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Ongoing Advice Charge

Annual · reviews & ongoing partnership

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Year 1 Total

IAC + first year OAC

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Mortgage Advice

Your estimated fee

Portfolio landlord or limited company buy-to-let

Flat fee applies regardless of complexity layers

£995 flat

Complexity layers · +£200 each

Self-employed or complex income

e.g. contractor, director salary + dividends, multiple income sources

+£200

Adverse credit

e.g. missed payments, defaults, CCJs, debt management

+£200

Buy to let

e.g. standard single residential BTL property

+£200

Non-standard construction

e.g. timber frame, concrete, thatched, listed buildings

+£200

Estimated fee

£495

This calculator provides an estimate only. All charges are confirmed with you before any work begins and will be set out in your Client Agreement. Where advice involves an investment transfer, the monetary amount may vary if the transfer value changes between recommendation and implementation.