How we charge
Our fees are clear and simple.
For financial and tax planning we charge a fixed annual fee agreed with you at the outset and proportional to the amount of work you require from us.
For asset management we charge one per cent of the assets we manage.
Our fees are charged annually and if any commissions are earned on products we arrange for you during the year we will aim to return them to you as a reduction in the following year’s fees.
We believe this charging structure not only makes us impartial; it also means we share in your ups and downs. Our success is tied to yours, just as it should be.