Our Fees

Our Fees

We have a minimum initial charge of £2,000. This covers our 'scope' meeting to identify goals and circumstances, our Risk & Suitability assessment, research and analysis, preparation and presentation of our recommendations, and implementation of any solutions we recommend.

Our initial fee is 1% of the value of the assets on which we advise you subject to a minimum of £2,000.

Our annual fee for ongoing advice, which normally covers an annual review and implementation of any changes we recommend to your plans and investments, is normally 1% of the value of the assets on which we advise you.

Jim left Standard Life in 2008 to become an independent financial adviser to get back to dealing with real clients again on a personal basis.

Jim left Standard Life in 2008 to become an independent financial adviser to get back to dealing with real clients again on a personal basis.