Fees

Transparency is important to us and we will always provide you with a personal service and fee agreement before we start any work for you but typically we charge as follows:

Comprehensive Financial Review

  • Free of charge where our ongoing service package is taken (£750 where it is not).

Initial Investment & Pensions Advice

  • 1.5% of the amount you wish us to advise upon.

Ongoing Service

  • 1.0% per annum of the investments or pensions you place under our influence
Fee Examples

Small Print

  • Minimum fees apply (typically £1,500 for initial work and £1,200 per year for ongoing service)
  • Our Comprehensive Financial Review is charged at £750 where no ongoing service is taken

VAT

Please note, VAT does not normally apply to our fees but is potentially chargeable for some of our work. We will always let you know in advance if this is likely to be the case.