Our Fees Explained
Our aim is to provide you with exceptional value for money. Our fees are calculated as a percentage of assets invested on a sliding scale, depending upon the amount invested and the complexity of the work involved. Click below for our menu of services and fees.
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Our services and our fees
There are three clear parts to the service we provide.
The first is meeting you, listening and finding out all we can about you. This initial consultation is on us.
The second is creating your financial plan. This focuses on what you have told us and your goals for yourself and your family. Here, we charge a percentage of the amount you invest.
We will charge at a rate of £250 per hour for generic advice or for a report or where no investment product is set up.
Our charges are shown below:
| Investment Amount | Charge |
|---|---|
|
On the first £250,000 |
2% |
|
On the next £250,000 (i.e. £250,001 – £500,000) |
1% |
|
On the next £500,000 (i.e. £500,001 – £1 m) |
0.5% |
|
On the remainder (i.e. £1 m plus) |
0.25% |
The third is the ongoing relationship, advice and maintenance of your plan.
We offer different levels of support and cost, which your adviser will discuss with you.
| Investment Amount | Wealth Building | Income Withdrawal |
|---|---|---|
|
On the first £250,000 |
0.75% |
1% |
|
On the next £250,000 |
0.5% |
0.75% |
|
£500,000 plus |
0.25% |
0.5% |
For more information, please download our menu of services and fees brochure.
