CHARGES
Our charges will be open, up front and agreed with you before we implement any aspect of your plan. They will vary dependant on the area in which you require assistance. However as a guide, typical charges for us to provide initial investment advice, implementation and ongoing management would be as follows:
Initial investment advice – 1.5%
Annual management fee – up to 1%
The management fee will cover ongoing management costs, portfolio reviews, re-balancing of your investments, reporting and as much personal contact with your adviser as you feel you need.
For specific projects such as Estate Planning, or a full Pension review, we will agree a fee with you following our initial, free consultation meeting