Our Initial Fee

This is a one-off fee that covers our initial financial and investment advice and includes the fact-finding process, risk profiling, measuring your capacity for loss, the investment research, our written report and recommendation and setting up your portfolio in a tax-efficient manner. Our initial fee is 1% of the amount invested up to £500,000 and 0.5% above £500,000.

Note: Minimum £1,500 and normally capped at £10,000 capped fee is for 'Simple Advice' only. The fee for Advanced and Complex Advice may be higher.

Our Ongoing Fee

This is the fee you pay for receiving ongoing financial planning, advice, administration support and managing your investment and/or pension portfolio. The fee is dependent on the amount you have invested with us. It is 1% on the amount invested up to £500,000, reducing on a tiered basis to as little as 0.50%.