Different advisors charge for their services in different ways. We always charge pre-agreed fees for the professional services that we provide. 

First Meeting

We'd love to meet you and the first meeting carries no charge or obligation. It gives you the chance to meet us and find out how we can help you. After this meeting we will write you a detailed engagement letter describing the services that we will provide you and the fees for these services. We will never charge you anything until you have agreed how to pay us by signing the engagement letter.

Advice

We charge a fixed fee to collect and analyse data on your behalf, provide a written report with recommendations, and then review with you. Our advice fees typically cost from £500 to £1300, depending on the complexity and the expertise required. We will always tell you the exact cost in our engagement letter.

Implentation

We usually charge an implementation fee of 3% of the amount invested, with a minimum charge of £300. This fee is usually paid through an agreed offset of commission when we implement a financial product on your behalf. For larger portfolios such as those more than £1,000,000 we usually reduce our implementation fee.

Review

If you need an ongoing review service, we charge a fee of between 0.5% and 1.5% of the value of investments, with a minimum charge of £400 per month. This review fee pays for at least one formal annual review report and a meeting to discuss any changes that you may wish to make.