We start with a complementary meeting, giving us both a chance to see if there is common ground between us and to ensure that we can add value to your finances. 

Assuming so, then we have a straightforward approach when it comes to our fees, namely an initial fee and an ongoing fee, both of which operate on a percentage basis, which are agreed with you at that first meeting.

Our initial fee is charged at 1.5% of the value of the monies invested (or plans transferred). 

Our ongoing servicing fee is charged at 0.75%pa (payable monthly) of the value of assets under our advice. This ongoing fee is tiered with larger portfolios benefiting from lower ongoing charges – which will be disclosed to you prior to entering any agreement.

Please contact us for more information or if you wish to get a better understanding of how our fee structure would work for you.