Our Approach
to Fees
Our fees are agreed in advance and will be based upon the time we spend working on your behalf, or on a percentage of the assets we are responsible for advising you on.
The level of charge is dependent on which of the three services outlined below is chosen. We can arrange for fees to be paid as tax efficiently as possible and will outline the best option for you.
Wealth Management Service
Our Wealth Management Service is a bespoke service that provides clients with a solution tailored to their individual requirements. When developing your personalised wealth plan, we will clearly outline the cost for our services, which will take into account the complexity of your affairs and the amount of advice required.
We will then work with you and your professional advisers to agree the most tax effective method of paying for our services. Clients can either pay on a fee basis each year, or an agreed percentage from the value of their portfolios or assets.
Financial Advice Service
Our Financial Advice Service has been developed to allow clients to access comprehensive financial planning advice that takes into account their overall financial position and goals for the future. By utilising the latest technology and efficient processes, we are able to provide this at an affordable cost.
Our Financial Advice Service has been developed to allow clients to access comprehensive financial planning advice that takes into account their overall financial position and goals for the future. By utilising the latest technology and efficient processes, we are able to provide this at an affordable cost.
Financial Transaction Service
No regular advice is provided within our financial transaction service; therefore, we only charge a nominal fee for keeping records of your assets each year.
Any advice, as and when required, will be charged on a fee basis reflecting the time spent advising you.