the client journey
Our fees
Transparent, fair, and aligned with the value we provide.
The value of advice
We believe that professional advice should be built on a foundation of trust and total transparency.
Before we begin any work, we want you to have a clear understanding of our fees and how they reflect the service you receive.
Our first meeting, at no cost to you
We offer an initial consultation at our own expense. This allows us to understand your goals and explain how we can help before you commit to any costs.
Whether you prefer to pay by invoice or through your investments, we offer flexible options to suit your personal preferences.
Three benefits of working with us
Discover the benefits of working with a financial adviser.
Peace of mind
With us by your side, you can stop worrying about the “what ifs” and focus on the present.
Achieving your goals
We help you get exactly where you want to be by making sure your money supports your future.
Financial security
We focus on keeping your hard-earned savings safe, giving you a solid footing for whatever life brings next.
Implementation, and ongoing care
We charge an initial fee to implement our recommendations, and an ongoing fee to ensure you remain on track.
Initial fee:
3% up to £150,000 we invest for you
2% up to £250,000
1% on any amounts over £250,000
Ongoing service:
0.8% per year
Note: Initial fees are subject to a minimum charge of £1,500.
What does this look like?
To give you a clearer idea of the value, here are two common examples:
For an investment of £100,000
Our initial fee for research and implementation would be £3,000. To keep your plan on a firm footing with our ongoing annual review service, the fee would be £800 per year.
For an investment of £500,000
Our initial fee for research and implementation would be £5,000. To provide the continuous oversight and annual reviews required for a larger portfolio, the ongoing fee would be £4,000 per year.
Selecting your preferred payment method
We offer a range of flexible payment options to keep things simple.
Direct payment
You can settle our fee via invoice within 30 days of the work being completed, so everything is agreed before payment is made.
Investment deduction
Most clients prefer our fee to be taken directly from their product provider, so you don’t have to write a cheque.
Instalment payments
For specific regular-premium plans, we can arrange for the fee to be paid in manageable stages through the product itself.
Insurance
For protection and insurance products, we are typically remunerated via commission from the provider, meaning there is often no direct fee to you for this advice.
In their own words
We could tell you what makes us different, but we’d rather you hear it from the people who know us best.
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