Unlike many other firms, we feel comfortable being transparent with our fees.
We believe in clarity and we know our fees represent the positive impact our services can have on your future.
We know choosing a Financial Adviser can be daunting so we always offer an initial, no obligation meeting at no cost to you. It allows us to explain our services in more detail, whilst also being an opportunity to determine if there is mutual ground to work together.
If we do decide to work together, final cost details will be discussed with you upfront before we proceed. The types of charges applicable are listed below:
- 3% on the first £250,000 invested
- 2% on the next £250,000 invested
- 1% thereafter