Our Fees

There is no charge levied for the initial meeting, this gives you the opportunity to meet with us to discuss the advice you require and to ask about the services we provide. It also allows us to discuss in more detail the cost of our services.

Our Wealth Management service is for private individuals with investable assets of more than £100,000 or business owners who require ongoing financial planning and investment advice. Our fees can be paid directly from your investments or directly by yourself.

 

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Our Fees

Wealth Management Service

Initial Advice and Implementation

The cost of providing our recommendations and implementing your financial plan is 1% of the total value of the funds invested with a maximum fee of £5,000. For non standard financial planning and investment solutions additional fees may apply, for additional information please contact us.

If we provide you with your financial plan but you do not want to proceed with Investment advice we will charge a fee of £1,500 to cover the cost of the report.

Ongoing Service

We believe initial advice should be reviewed on a regular basis at a cost of 1% p.a. on the first £500,000 of funds under management and 0.5% p.a. on the remaining balance, with a minimum ongoing fee of £1,000 p.a.

Initial Advice and Implementation

The cost of providing investment advice to the trustees is a fixed fee of £1,500. This includes the subsequent implementation of our recommendations.

Ongoing Service

Initial advice, especially when it includes investments should be reviewed on a regular basis. Our Trustee Investment Service has an ongoing charge of 1% p.a. on the first £500,000 of funds under management and 0.5% p.a. on the remaining balance, with a minimum ongoing fee of £1,000 p.a.

Our fee for transactional advice is based on the complexity of the advice and will be disclosed before any work commences. Please contact us if you require additional information.

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