Our fees

Our aim is to offer high quality advice representing excellent value for money

We typically charge at three separate stages...

Granite financial planning fees



After our initial discovery meeting we will prepare a fee proposal based upon the scope of work involved, if we agree that we are right for each other.

In some cases, we may refer you to another adviser if you require advice in an area we do not specialise in.


If you decide to implement any recommendations made, we would agree an implementation fee for conducting this work.

Our implementation fees are tiered depending upon the sums involved and the complexity of the work involved.

Review/Future planning meetings

Most of our clients engage us for lifetime financial planning and want us to look after their affairs on an ongoing basis. This is typically charged as a percentage of funds under management.

Granite Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority | FCA No. 734432.
Registered in Scotland | Registered no. SC522812 | Registered address: Banchory Business Centre, Burn O’Bennie Road, Banchory, Aberdeenshire AB31 5ZU | Telephone: 01330 826544 | Email This email address is being protected from spambots. You need JavaScript enabled to view it.

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The general financial planning guidance provided in this website is based on our understanding of current law and HM Revenue & Customs practice, which are subject to change in the future. Whilst every effort is made to ensure the content of this website is correct, it does not constitute personal financial advice and Granite Financial Planning Ltd cannot accept any responsibility for it. There is a risk that investment returns may not achieve the desired result. Investments can go down as well as up. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk. Cookies are used on this website to record visitor numbers for analytics purposes.