Our Fee Structure
Your financial journey is personal to you, and our fees reflect that individual approach. Speak to us about your needs In an initial Free consultation with one of our Financial Advisers.
Initial Advisory Fees
Below £250,000
2.5% of the total sum invested (subject to a minimum fee of £750
£250,000 - £499,000
2% of the total sum invested
£500,000 - £749,999
1.5% of the total sum invested
£750,000 and above
1% of the total sum invested
Example
You invest £1.25m with us. The initial fee would be £250,000 at 2% (£5,000), £750,000 at 1% (£7,500), and £250,000 at 0.5% (£1,250). £5,000 + £7,500 + £1,250 equals a total of £13,750.
We will not charge you more than £20,000 for any piece of individual advice. The cap applies for each piece of initial advice.
*Fees can be taken directly from your investment or paid separately. Note: Fees paid through investments may affect your personal tax thresholds - we'll discuss this with you.
Ongoing Wealth Management
Your financial future deserves continuous attention. Our ongoing service includes:
Regular portfolio reviews and market updates
Investment adjustments as needed
Administrative support and correspondence
Strategic planning as circumstances change
Annual ongoing fees:
0.75% on investments up to £750,000
0.50% on investments above £750,000
1.0% for complex plans or six-monthly reviews
Example: £250,000 portfolio = £1,875 annually (0.75%)
Minimum annual fee: £500 (charged as a balance if the percentage fee is lower)
Fees are paid quarterly in arrears, fluctuating with your investment value. 7 days’ written notice required for cancellation.
Hourly Services
Specialist Advice: £300/hour
Independent Financial Advice: £250/hour
Paraplanner Work: £150/hour
Administration: £50/hour