Our fees

Transparency and accountability are at the heart of our business, and we are happy to publish our fees to help you make an informed choice about dealing with us.


Initial Meeting

The initial meeting is an opportunity for us to get to know each other in an informal environment. After all, it is important to know you will get along with your financial planner in the long term.  For this reason all initial meetings held at our office are at our expense and at no cost to you, with no obligation to proceed.

At the meeting we hope to get an idea of your financial background and can outline possible solutions, but most of all it gives you the chance to decide if you would like to do business with us.


Initial Fees for Financial Planning & Investment Management

Our initial fees depend on the amount invested and are tiered, which means that larger investments receive progressive discounts.

Any written advice is subject to a report fee of £625, which becomes payable if the investment does not proceed. This also represents our minimum fee for undertaking investment work.

Investment TierFee
First £50,0003.00%
Next £50,0001.00%
Next £400,0000.75%
Next £500,0000.25%
Above £1,000,0000.15%

For example, the initial fee levied on a £100,000 investment is 2.00% or £2,000.

The initial fee levied on a £250,000 investment is 1.25% or £3,125.

The initial fee levied on a £1.2M investment is 0.55% or £6,550.

Initial Fee Calculator

Please use the below calculator for an indication of our fees. Please note that our fees may change, so this is not a guaranteed figure.


Ongoing Fees for Financial Planning & Investment Management

We offer a choice of ongoing financial planning services for our clients, aimed at different client needs. Depending on your circumstances we may recommend a particular service.  Please note, the ongoing service level can be changed or cancelled at any time without penalty.

Click “terms of business” on any of the services below to be taken to our Terms of Business, which includes full details of all our initial and ongoing services and fees.

 

Premium Service

0.95%

per annum

minimum annual fee £1,495

Our most hands-on approach

Quarterly Investment Reviews

Annual financial planning review meeting & report

Tiered discounts for investment amounts over £250,000

Managed Service

0.80%

per annum

minimum annual fee £395

Our most popular service

Annual financial planning review meeting

Annual investment & objectives report

Tiered discounts for investment amounts over £250,000

Streamlined Service

0.55%

per annum

minimum annual fee £195

For our more price-conscious clients

Lighter-touch approach

Review meeting at our office every three years

Annual telephone catch-up