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:
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