Our fees

We tailor our fee structure based upon the services we are providing for our clients as everybody is different and has different needs.

If you’re a new client, an initial consultation is free of charge so at our expense. We’ll let you know how and if we can help. We may need to meet again to gather further information and will then present our initial recommendations.

We hope that you will ask us to go ahead and implement our recommendations and so become a client. To do so, and for continuing advice and service, we will charge a fee, which will be deducted from the funds invested or billed to you directly.

To provide you with a general guide to what ours fee’s look like and what we do for these:

  • Our initial advice fees start from as low as 1% depending on the value of your portfolio, with ongoing advice fees as low as 0.5%
  • We will take the time to tailor your portfolio to match your individual risk profile and attitude to risk, so you feel completely comfortable and confident with the options we choose for you
  • We can offer you a diverse portfolio using a mix of underlying assets including cash, bonds, property and shares
  • We will offer you ongoing advice, support and a 6 monthly review if that is an option you require with portfolios being rebalanced every year.  Many providers will only provide you with a 6 or 12 month valuation statement.

Contact us to discuss your personal needs in full detail and we will be able to give you a clear indication of what fee’s you would expect to pay.

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how can we help you?

Any further questions – submit a business enquiry online or call us.