The Cost and Service
We believe that it is essential that we build a long term partnership with clients. The advice process and what to expect, set out how we think the relationship works best.
We also understand that different people want different things from their adviser. We therefore deliver two levels of service - Financial Planning and Wealth Management.
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For portfolios of £200,000 and above. |
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For portfolios of £400,000 and above. |
The cost
We offer an initial discussion (without charge) when we will describe our services more fully and explain the payment options. We will agree the rate we will charge before beginning work.
Our charges for the Financial Planning or Wealth Management Service are:
Initial Charges
For advising on and arranging investments - 1.5% of the monies invested.
Ongoing Charges
0.8% per annum of the value of the funds we manage.
