Our Fees Explained
Our aim is to provide you with exceptional value for money. Our fees are calculated as a percentage of assets invested on a sliding scale, depending upon the amount invested and the complexity of the work involved. Click below for our menu of services and fees.
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How we are paid
There are three clear parts to the service we provide.
The first is meeting you, listening and finding out all we can about you. This initial consultation is on us.
The second is creating your financial plan. This focuses on what you have told us and your goals for yourself and your family. Here, we charge a percentage of the amount you invest.
The third is the ongoing relationship, advice and maintenance of your plan. We offer different levels of support and cost, which your adviser will discuss with you.
For more information download our menu of services and fees brochure.