Who do we help?
We believe we are best placed to serve business owners, those aged above 40 years seeking to grow and protect their wealth, those who feel they are getting close to being financially independent / retiring from work, and those who are in need of estate planning.
Helping you become financially independent
We’ll help you build and nurture the wealth that gives you freedom — the freedom to make choices, embrace new opportunities, and enjoy what you’ve worked so hard for. Through clear planning and ongoing support, we’ll guide you toward lasting financial independence, helping your money grow and work for you. It’s about creating stability today while shaping the future you want to live — with confidence, comfort, and peace of mind.
Get in touch
Topics we can advise on as part of your Plan
Whether you are looking to find a safe haven for your savings, put arrangements in place to protect your family, or plan for retirement you will find we have the expertise to help you make informed decisions.
Retirement Options
Life & Business Protection
Pension Planning
Savings & Investments
VCT/EIS/BR Specialist Investments
Inheritance Tax & Estate Planning
Fees & Charges
We offer an initial consultation, at our cost, to establish your requirements and determine whether we can be of meaningful value to you.
The common method of payment for our services is calculated by way of a percentage of your funds invested, and this is usually paid via deduction from the investment itself or can be paid direct.
If our advice does not result in a product recommendation, or at your choice, we will charge at an hourly rate. An estimation of the work involved will be provided before any work commences.
Charging Structure
- 2.5% of the first £75,000
- 1.1% of sums between £75,001 and £250,000
- 0.6% of sums between £250,001 and £500,000
- 0.3% of sums between £500,001 and £750,000
- 0% of £750,001 and above
- 1% of funds invested (at our discretion this may be lower, if asset value(s) is significant)
*The charging structure described here covers our common fees and the way we usually apply them. Either before or during the initial consultation meeting, you will be given a fee document which provides full details on the various way we charge, and which we will discuss with you before we proceed beyond the initial consultation meeting.
What our clients say
David and his team are fantastic. I would highly recommend Savant Financial to anyone. David is so… Read more
M.Clark
I have been with Savant Financial for nearly 40 years and have recommended them to many of my… Read more
Colin Frew
I have been a client of Savant (David Milne Snr/Jnr) for over 30 years and have always experienced… Read more
Grant McGregor