On-going Fees

We offer an on-going review service to compliment any of the initial services we provide. A breakdown of this service will be included in your Client Service Agreement should you choose to proceed with our services. Our typical fees relating to the review service are as follows:

Service On-going Fees
Focused Financial Planning Service Our typical on-going charge for this service would be 0.5% of the value of the investments upon which we advise. Our minimum on-going fee for this service would typically be £1,000 per annum.

Based on an investment of £100,000 our on-going fee would be £1,000 per annum. 

Based on an investment of £400,000 our on-going fee would be £2,000 per annum.

Comprehensive Financial Planning Service including Lifetime Cash Flow Forecast Our typical on-going charge for this service would be £500 plus 0.5% of the value of the investments upon which we advise. Our minimum on-going fee for this service would typically be £2,000 per annum.

Based on an investment of £100,000 our on-going fee would be £2,000 per annum. 

Based on an investment of £400,000 our on-going fee would be £2,500 per annum.

Please note that our on-going fees may be negotiable for larger portfolios.

Payments for the above services can be made either by regular fee (paid by direct debit) or by deduction from your investment on a monthly, quarterly, six-monthly or annual basis. These reductions could reduce the amount left for investment and may, depending on your circumstances, have other consequences.  If you select this option, we will discuss the implications of using this payment method with you prior to putting it in place. The service can be cancelled at any time by simply informing us in writing. Please note that we reserve the right to charge you for services provided prior to cancellation.