Fees

Fees

We believe in being fair and completely transparent in everything we do. Therefore, we are happy to be upfront about our fee structure:

Our Fees

Our fees are based on the amount of money you would like help to invest and manage. 

We know this doesn’t illustrate the kind of service you’ll receive or the positive effect our advice will have on your life, but hopefully, the rest of this website gives you an idea. 

You will be asked to pay a one-off fee when we set up your solution and an annual management charge, tiered as follows: 

Initial fee:

Including our personalised financial advice, a detailed tailored report and full implementation.

  • 3% of the first £100,000 invested
  • 1% of funds exceeding £100,000

With a minimum initial fee of £500.

Ongoing fees:

Including continuous monitoring, structured reviews and full ongoing support.

  • 0.8% of the first £500,000 we manage on your behalf
  • 0.6% of funds from £500,001 to £1,000,000
  • 0.5% of funds exceeding £1,000,001

Annual fees capped at £12,000

Our fee calculator

Please use the following calculator for guidance on the fees you can expect.

We know each client’s needs are unique, so we recommend speaking to us directly about our fees and services. We can discuss your circumstances in more detail and explain how we can add value to your life. The best bit is, there’s no charge for this whatsoever!

Click here to read our full client agreement >>