Bespoke Pricing for a Tailored Approach
Quality comes at a price but should always be value for money. In our view, every client is unique and therefore, it is important that we cater for each individual accordingly. Before any charge is incurred, we agree what it is you want and need and what it will cost so you can decide whether you want to engage us.
We have a range of services and a flexible approach so that we should be able to accommodate most clients’ financial circumstances. Please see below a guide to the basic structure of our fees and charges:
| OUR FEES & CHARGES | |
| 1. Initial Consultation To establish your objectives and explain how we work and if we can work together. This meeting is “at our expense” and without obligation. |
4. Implementation The fee agreed in the Strategic Meeting incorporates the cost of implementation. |
| 2. Detailed Analysis and Summary Report Depending on the depth, breadth and complexity of the situation and discussions this may range typically between £450 and £1,500 (the cost to be off set against the fee detailed below.) |
Ongoing service Depending on the scale and complexity of the wealth and investments being managed and reviewed, the frequency of the meetings and reporting this typically amounts to a maximum of 0.5% per annum of the wealth being advised upon. |
| 3. Strategy Meeting – Recommendations This fee can vary significantly depending on the size and intricacy of the situation but generally between 1% and 3% (less any fee already paid) of the wealth being advised upon but is only payable if the recommendations are accepted. Please refer to our Welcome Pack for the latest rates. |
Ad hoc advice Most advice relating to the management of the investments and financial plans are incorporated in the ongoing service fee. For ‘Self Service’ Clients and where new situations arise with existing clients requiring a review of their strategy, an additional fee will be charged. |
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