Our Fees
Our services are fee-based
We only work with clients where we can add value and for this reason our service is intended for clients who hold at least £350,000 with us.
We will provide you with a comprehensive financial planning and wealth management service that ensures you are on track to meet your short and long-term financial aspirations.
Our fees are based on the amount of money you have invested with us:
Investment Capital
Our Fee
Advice Fees
As part of our holistic approach, we may make introductions to the services of other professionals who share our values and will agree on any fees due separately.
- The average fund management cost for our clients is just 0.23% – offering excellent value
- We will be completely transparent about all applicable fees before you invest
- We negotiate the best terms possible with third-party product providers for our clients
- Most of our clients pay no dealing fees’
- Our service includes regular reviews of your investments
- We operate independently and can therefore offer advice based on a comprehensive and fair analysis of the market



