Our Fees

We act in the best interests of our clients at all times, as reflected by our Ethical Policy. Accordingly, we are committed to providing a transparent fee structure, with no unexpected hidden charges and we do not receive commission from product providers in respect of any investment or pension.

We provide you with an initial meeting free of charge at which we will describe our services more fully and explain our fees. On the basis that you decide to appoint us as your adviser, our fee structure is as follows:

Discretionary Fund Management (DFM) Advisory Investment Service (AIS)
Initial fees Nil on portfolios of £500,000+, otherwise 1% Max 3%
Annual fees 0.75% on portfolios of £500,000+, otherwise 1% Max 1%
Dealing fees Nil Max 0.5%

 

Service Discretionary Fund Management (DFM) Advisory Investment Service (AIS)
A dedicated named adviser
Regular updates on global markets and our market commentary
Valuation and Statements
An Annual Review
Ad-hoc support by email/telephone and correspondence
Ongoing pro-active portfolio management
Portfolio reviews at your request during the year

 

Area of Advice

Our Fee

Taking on the management of existing portfolios

Nil fee

Occupational Pension Transfers

2% initial, subject to min. £1,500, capped at £10,000

Specialist Investments for tax planning (eg. Enterprise Investment Schemes, Venture Capital Trusts, Business Property Relief and Inheritance tax mitigating investments)

2% initial, plus 0.5% annual fee on an advisory basis

Financial planning using a third-party Discretionary Fund Manager

1% initial, plus 0.5% annual fee

 

All financial planning is undertaken on a time-cost basis with an estimate given in advance:

  • Chartered Financial Planner £200 per hour
  • Analysis and Research £150 per hour
  • Client Services £75 per hour

Fees in respect of Discretionary Fund Management are subject to VAT, whilst the fees in respect of the Advisory Investment Service are generally not subject to VAT. Where other fees are subject to VAT, we will notify you of this in advance.

Please see our Client Agreement full details.

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