How We Are Paid

This is understandably one of the most common questions we are asked. As we tailor our service to meet each client's requirements there is no fixed price list.

However you can rest assured that the initial consultation is free and you are under absolutely no obligation to proceed. If you choose to go ahead we will clearly detail the likely costs and charges and can arrange to work on either a fee-paying or commission basis. When fees are charged these are fair and transparent, similar to other professional advisers such as lawyers and accountants.

When we provide investment advice our approach focuses on carefully managing risk through asset allocation. Our minimum investment amount is £100,000. We have a tiered annual charging structure which means that larger investment portfolios have lower charges. On a typical client portfolio our annual charge is 1%. Some charges are subject to VAT.