Discovery meeting
Our initial consultation with you is free of charge, without obligation.
Implementation fee
Following our discovery meeting, we research your existing investments, analyse their performance, and advise on a suitable financial strategy for the future, based on your attitude to risk and objectives. Once the plan is agreed with you, we invest monies and/or transfer funds as appropriate to establish your portfolio, on which we charge a one-off fee of 0.75%.
Annual Fees & Ongoing Service
In relation to assets that we advise on an ongoing basis, it is our practice to charge 0.7 % per annum and this is usually costed into the investments concerned. As part of our ongoing service, we ensure that your financial plan remains relevant to you, that your investments are kept up-to-date and regularly reviewed, to ensure your overall financial strategy is meeting its objectives over time.
Our fees cover essential infrastructure, regulatory overheads and the provision of our annual review service. In instances where the assets under advice exceed £2m, we are happy to agree a cap on such fees.