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 and which offering is most suitable for you. Our Wealth Management service is for private individuals or business owners who require financial planning and investment advice and is typically for those with investable assets more than £250,000. Our Investment Management service is for those who require investment or focused advice with typically more than £50,000 of investable assets.
We have a transparent fee structure which is made up of an initial financial planning and implementation fee and an ongoing fee for those who require an ongoing review service. The fees can be paid directly from your investments via the policy / platform provider or paid by yourself.
Financial Planning and Implementation Fee
On-going Advice Fees
For additional information on our charges and the ongoing services we provide, please navigate to the ‘Downloads‘ section of this site where you will find our ‘Client Agreement’ and our ‘Service Proposition’ document.