An engagement
Illustrative fees.
You pay a fee we agree before any work begins. Providers do not. An introductory conversation is not charged, and it does not make you a client.
Illustrative fees · not a quote
These ranges show the shape of a typical engagement. They are not a quote. Your fee is confirmed in an engagement letter before work begins.
| Stage | Fee | What it means |
|---|---|---|
| Introductory meeting | No charge | Forty minutes. No obligation to continue. |
| Initial recommendation | Fixed fee, typically £1,800–£4,500 | Agreed in writing before chargeable work starts. The figure depends on complexity, not on a product. |
| Ongoing advice | Optional | A fixed annual fee, or a percentage of the assets we advise on. Never both for the same service. |
Keystone Wealth Limited is not a real firm and is not authorised by the Financial Conduct Authority. Fees, permissions, and reference numbers on this page are illustrative. Capital is at risk when investments are made.
Whole of market
Not tied to a provider, and not limited to a panel of funds.
Fee agreed first
You see the cost in writing before any chargeable work starts.
An engagement
Four steps, then a fee you can see.
Consultation
Ask for an introductory conversation.
Tell us, briefly, what you want to talk about. In a working practice, Helen replies within two working days to offer a forty-minute meeting — in Marylebone, or by video.
- The meeting is not charged.
- It is not advice, and it does not make you a client.