Fees

We only charge fees.  Fees financial plans and arranging investments and financial products are based on time spent, other considerations, not on your wealth.   We use a combination of:

We charge an annual fee for looking after investments (we can arrange your investments but are happy to work with your existing adviser if their portfolios are suitable).

The actual fees depend on factors such as the complexity of your financial affairs and the size and nature of your assets. 

An indication of our typical fees:

Our fees may be subject to VAT.

No Commission