Services

As our client, you choose the level of service that you want from us. The more you want, the more it costs. Remember, we are interested in a long-term relationship, not a "quick buck". We will never over-charge you and will always discuss our fees in advance. As with any other aspect of life, not everyone can afford our services. We do believe that you pay for what you get. Many of our clients used to have advisers that provided "free advice" - i.e. commission based advisers. Their experience testifies to a lack of service and expensive financial products that are rarely reviewed, the consequences of which are poor investment performance and failure to achieve your goals.

Charges

So what do we charge?

We will normally apply a "sign-on fee" - this tends to start from £250+VAT depending on what you require.

We can offer you any level of service that you require.

• Basic Administrative Retainer £27+VAT per month
• Services from £67+VAT per month

In order for us to provide you with a high quality personal service, we believe that an annual meeting in person with your adviser is really the starting point. These retainers are inclusive of VAT and payable by standing order. We can provide more bespoke arrangements and will agree fees in advance for work required that is not provided at each service level. For more information about different service levels please contact us.

Investment Charges

3% on investments with 1/12th% payable each month for ongoing investment services, which are paid directly from your investment.