Our Fees

Our Fees

Our Fees

We favour an ‘Ad Valorem’ (percentage based) fee model. So the more money you have invested with us, the higher our fee is likely to be. However, we are not greedy and so the percentage does reduce the more you have invested with with us. We are also happy to work on an hourly fee or fixed fee basis for certain services we offer or ‘one-off’ transactions.

 

We want to be as transparent as we can so we’ve tried to make our Client Agreement and fee schedules as simple as possible and easy for you to understand. Apologies if it is a little bit long but we have made an effort to cover everything in it.

 

Client Agreement including fees_Version 012018

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Financial Services

Independent Financial Advice and Wealth Management Services