Your Future.
Your Way.
Insightful, cost effective advice tailored to you
Our Fees
Our Fees
Five Ways
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.