Fair & transparent fees
with no surprises.
We wouldn't buy something without knowing the price of it, so why should you? You can be certain that when you work with us, you will always know what it will cost. Common sense, no?
Other Fees
Investment Management - up to 0.65%
This is an estimate of charge for the platform, custody and investment portfolio. These charges are levied by the platform, discretionary and fund managers. As we look at the whole of the market for you, they may be subject to change.
Examples:
1.
2.
You are looking for support with your retirement planning and for some advice with your pensions, which equate to £500,000.
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We build a financial plan for you and following our research, we recommend that you transfer your pensions into a low-cost pension wrapper.
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Planning fee = £2,000
Implementation (1%) = £5,000
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Total = £7,000
Following the build of the initial plan, we work with you on an ongoing basis to ensure that your plan stays on track.
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We manage your investments for you and meet with you at least once a year to discuss your goals and objectives going forward.
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For this, we would charge the following:
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Ongoing Fee (1%) = £5,000
Other fees (0.65%) = £3,250
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Total per annum = £8,250