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.
Initial Advice and Implementation
The cost of providing our recommendations and implementing your financial plan is a capped % fee of the total value of the funds invested. 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 fixed fee to cover the cost of the report.
We believe initial advice should be reviewed on a regular basis. Our ongoing fee is a % of your investments, which reduces on amounts over £500,000 of funds under management, subject to a minimum ongoing fee of £1,500 p.a.