Investment Packages & Fees

Explore our transparent fee structure and tailored investment packages designed for UK professionals.

Initial Consultation

A one-hour introductory session to discuss your financial goals and outline potential strategies.

£150

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Ongoing Portfolio Management

Comprehensive management of your investment portfolio, including regular reviews and adjustments.

0.75% AUM annually (discounts available for portfolios over £100, 000)

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Our Investment Philosophy

At Investplanuk.fun, we believe in a long-term, goals-based approach to investment planning. Our strategy is built on diversification, risk management, and continuous education to help UK professionals achieve their financial aspirations.

Goals-Based Planning

We start by understanding your unique financial goals and tailoring an investment plan to help you achieve them.

Diversified Portfolios

We construct diversified portfolios across various asset classes to mitigate risk and maximize long-term returns.

Risk Management

We employ robust risk management techniques to protect your investments and navigate market volatility.

Continuous Education

We empower you with the knowledge and resources to make informed investment decisions throughout your journey.

Portfolio Reviews

Regular portfolio reviews ensure your investments stay aligned with your goals and adapt to changing market conditions.

Asset Allocation

Strategic asset allocation is key to building resilient portfolios that can weather economic cycles and deliver consistent returns.

InvestPlanUK: Long-Term Investment Planning for UK Professionals
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