First Meeting

We never charge for a first meeting. The purpose of this meeting is for to decide whether or not we are able to offer you the service that you require. Once you are confident that we are right for you the process is then formalised and our fees are agreed with you.

Financial Plan

We charge a fixed fee for preparing your financial plan from £975. VAT may be added to this and we will explain this to you where appropriate.

Implementation

Where your plan involves buying financial products we charge a fee of between 1% and 3% of the value of the funds invested. If we receive commission this is used to meet our fees.

Annual Review

We have three levels of Annual Review service. Refer to the individual service standards for the service you receive. Our fees are 0.50% of investable assets. A minimum fee of £127 per month applies.

We do not impose a minimum portfolio size but our service is best suited to those with invested assets (e.g. ISAs, pensions, unit trusts etc) of £100,000 or more and/or household incomes of at least £100,000 p.a.

Ad-Hoc Services

We offer other one-off services - please refer to our fee menu for the related fees associated with these services.

Referrals

Referrals from clients to friends and colleagues that they believe would benefit from our service. This reduces time spent on marketing that is used to add client value.

Please call us on 01702 476800 and we will send you a Free Information Pack including our Fee Menu which explains our fees clearly. Alternatively, contact us by e-mail.