Our Fees

We strongly believe in being clear and transparent, especially when it comes to how much you pay

It is important that you know exactly what you are paying, when you will pay it and what you are paying for. We will let you know if VAT is include or excluded in the price.

Our advice and services are paid via fees, which can be paid by you directly or from your investments.

The level of charging will depend upon the level of service required and will always be agreed upfront.

Depending on the work we carry out, there may be an initial fee. There will also be a charge for our ongoing review and support service.

Please note that an ongoing services agreed can be cancelled by you at any time.

All charges and fees will be fully disclosed to you. These will be disclosed in summary format before we undertake any work for you. The precise charges relating to any new business recommendations we make will be confirmed in your recommendation report and/or relevant disclosure information provided to you.

Where we undertake complex or significant time consuming work, we will agree with you a specific fee dependent upon the type of work. We will agree the fee with you before commencing work.

Where you intend to pay the fee yourself, we will send you an invoice for the amount due. We will tell you if you need to pay VAT.

If any fee note is payable by a business VAT will usually be added.

Initial Fees

All initial meetings are at our cost. Initial advice costs – will be disclosed and agreed upfront and payable either as a fixed amount of percentage of the initial investment.

Here are some examples of how we charge a portfolio.

  • Initial Financial Advice Fees
  • 0.5%

    For a £100,000 Investment our fee would be £500.00
  • Initial Financial Advice Fees
  • 1%

    For a £100,000 Investment our fee would be £1,000.00
  • Initial Financial Advice Fees
  • 2%

    For a £100,000 Investment our fee would be £2,000.00
  • Initial Financial Advice Fees
  • 3%

    For a £100,000 Investment our fee would be £3,000.00

Ongoing Charges

Any investment or service that you have will only be kept under review as part of an agreed ongoing service for which you agree to pay. We will agree a servicing level with you at our first meeting, however this may be subject to a change following any work that is undertaken.

  • Ongoing Financial Advice Fees
  • 0.5%

    For a £100,000 Investment our fee would be £500.00
  • Ongoing Financial Advice Fees
  • 1%

    For a £100,000 Investment our fee would be £1,000.00

Our annual service fee is normally paid directly from your portfolio/s. If this is not possible or not tax efficient, payment will need to be made direct from you, and again we will send you an invoice in this respect. VAT may be applicable.

Please contact us for more information – 01283 711 222 or
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