Fees and Charges

FEES AND CHARGES

Transparency is fundamental to building trust.
At Navo Wealth, all fees are clearly defined in advance so you understand exactly what you are paying for and why.

🔹 HOW IT WORKS

We provide structured financial clarity services designed to help you better understand your financial position and long-term decisions.

Before any engagement begins, we will:

• Understand your current financial situation and objectives

• Clearly outline the scope of the session

• Confirm the fee in advance

There are no hidden costs, and no ongoing commitments unless explicitly agreed.

🔹 OUR APPROACH

Unlike traditional wealth firms, we do not operate on asset-based fees or ongoing management charges.

Instead, we offer focused, one-to-one sessions designed to provide clarity, structure, and actionable insight.

This ensures you receive independent, transparent guidance without long-term obligations.

🔹 WEALTH CLARITY SESSION

Wealth Clarity Session (60 minutes)           £197

A structured one-to-one session designed to provide clarity on your financial position.

Includes:

• Review of income, assets, and financial structure

• Identification of inefficiencies and risks

• High-level tax awareness (including CGT and IHT considerations)

• Clear, structured next steps

🔹 PAYMENT

Payment is required in advance at the time of booking via our secure scheduling system.

Sessions are confirmed once payment has been received.

🔹 ONGOING SUPPORT

Where appropriate, we may outline further areas for analysis or support following your session.

Any additional work will always be clearly defined and agreed in advance.

There is no obligation to proceed beyond the initial session.

🔹 IMPORTANT INFORMATION

Navo Wealth provides educational financial guidance only.

We do not provide regulated financial advice, discretionary investment management, or execution services.

🔹 WHO THIS IS FOR 

Our services are best suited for individuals who:

• Have built income, property, or investment assets

• Want a clearer understanding of their financial position

• Prefer structured, independent insight without long-term commitments

 Book your session here
 👉   https://calendly.com/nga-navowealth/60min