Our Fees
We believe that fees should be:
- Transparent
- Clear
- Fair
Our annual fee is capped at 1%. Where applicable VAT is added, you will be told if this is the case.
Where possible we buy institutional funds and we instruct your custodian to credit your account with any and all trail commissions that are received. Clients are not charged fees for meetings, telephone conferences, communications or portfolio reports.
Financial Planning Fees
Financial Planning fees are based on an assessment of the amount of work required. Any fees are always pre agreed with clients before incurring any costs, VAT will be charged where applicable.
About Our Services (PDF)
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