|How Lumen Are Paid
Lumen Financial Planning are
a fee based company ensuring that unbiased advice is offered
at all times.
Our first meeting is free.
If after this meeting both parties are in agreement that
Lumen can add value to the client then our fee structure
will apply to work that is carried out from that point
Examples of our fees are as follows;
Strategic Financial Plan: Typically between £500 and £1,200
the complexity of the situation).
Implementation Fee: 2% for investments, agreed fee for other
Review and Monitoring Fee: This will depend on the level of
All fees will be discussed and agreed before any work is
carried out. Please note that VAT may apply to some fees.