Initial Fees

Once a course of action has been agreed, an initial fee is made for recommending and implementing our investment recommendations. This is generally based on the value of the investments being made.

Service Initial Fees
Focused Financial Planning Service including product recommendation, if applicable. Our typical charge for this service would be 1% of the value of the investment. Our minimum initial fee for this service would typically be £1,000.

Based on an initial  investment of £100,000 our initial fee would be £1,000.

Based on an initial  investment of £400,000 our initial fee would be £4,000.

Comprehensive Financial Planning Service including Lifetime Cash Flow Forecast and product implementation, if applicable. Our typical charge for this service would be 1.5% of the value of the investment. Our minimum initial fee for this service would typically be £2,000.

Based on an initial investment of £100,000 our initial fee would be £2,000.

Based on an initial investment of £400,000 our initial fee would be £6,000.

Please note that in certain circumstances we might agree to separate our fees into specific areas such as the production of a financial report or the implementation of an investment product. Our fees may also be negotiable for larger investment amounts.