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Fees

The firm charges fees for wealth management, financial planning and consultancy services. We agree the costs of our advice and services in advance and every client has the choice of paying our fees directly or via commission, or by a combination of the two.

Financial Planning Services

We charge fair and transparent fees, similar to other professional advisers such as lawyers and accountants.

An initial discussion is free of charge and obligation, with no charges accruing until you have agreed them with us, and signed a fee agreement that details the services we will provide and how much they will cost.

Investment Management Services

We provide non-discretionary investment management services which means that our clients are involved with the decision making process at all times. 

We aim to manage risk by using asset allocated portfolio modelling after appropriate discussions with our clients about their circumstances, objectives and attitude to risk.

We have no minimum investment, although our services are most appropriate to portfolios over £50,000.

There is an initial charge of 1% of the funds available for investment.

Annual management fees will be at the rate of 1% of total funds monitored. These will cover ongoing management and administration and will include an annual valuation and review. Annual fund switching and portfolio rebalancing is carried out at no extra charge.

Please follow the links to view the following documents:-

A guide to our services

A guide to the cost of our services & Terms of Business