We will discuss and agree our fees with you before you are committed to our services. Our ongoing servicing fees are again based on your requirements and the total sum of your investments.
Our full Terms of Business are attached and we set out a summary of our charges below.
Fees for initial advice
Investments / Pensions / Annuities
Our usual minimum investment initial advice and implementation charge is £750.
For new investors, 1% of the amount invested e.g. £100,000 invested, our fee would be £1,000.
We reserve the right to change the above fee structure for more complex cases, such as Trustee investments.
This payment can either be taken from your investment, upon receipt by the policy provider, or paid directly by you. Where we receive such a payment, we will waive our ‘financial review and recommendation’ fee by the same amount.
We will quote on an hourly basis for specific financial planning matters. Typically, a director would charge £250 per hour.
Servicing / Review Fees
If you choose our Premier service, we charge 1% of the amount under investment per year e.g. on £100,000 investment, our annual fee would be £1,000.
If you choose our Twice Yearly Review service, we charge 0.75% of the amount under investment per year e.g. on £100,000 investment, our annual fee would be £750.
If you choose our Annual Review service, we charge 0.5% of the amount under investment per year, e.g. on £100,000 investment, our annual fee would be £500.
You are not obligated to take up the review service, although we would strongly recommend it.
If you would like to talk to us about how we can help, please contact us
Please see attached Client Agreement for full details of our service.