British Pound Coins

Our Fees

Our first meeting is free of charge and is designed to establish if we can help you achieve your financial objectives.  If you then decide that you want us to provide advice there will be a cost for our services:

Initial Advice
We offer a variety of methods by which we can be remunerated and you are free to choose the method that best suits your needs. We will discuss your payment options with you and together agree a cost for the work you would like us to do for you.

Paying our initial charges
Payment can be made by either one or a combination of:

1.      Direct bank transfer

2.      Via deductions from the financial product(s) that you might invest in


Our ongoing review service
Our fees for our ongoing investment management service is 1% per annum.