Charges

As you would expect, our services are provided on a fee basis.

We will charge an annual management fee, which is the equivalent of 1% each year. However, we always offset any fees we receive from purchasing investments, which typically has the effect of reducing our fee to circa 0.8% per annum.

Our asset management fees will be agreed with you during the introductory meeting, affording you both clarity and reassurance that our recommendations are driven by nothing other than your best interests.

We are confident that our fee structure is highly competitive and offers our clients very good value.