Our Fees & Charges
How are we paid for the value we deliver?
Quality must come at a price but should always be value for money. Every client is unique in respect of their circumstances, objectives, needs and wants from an advisory firm. As a result it is important that we understand the scope of work required to cater for each person, business and family. We will then agree before any charge is incurred what it is they want and need and what that will cost so they can make an informed decision as to the value for money they can expect and whether they want to engage us.
Initial Consultation - at our expense
A meeting to establish your objectives and explain how we work and whether we can work together will be held entirely at our expense. At the end of this meeting we will agree what level of service will be provided to you and how you wish to proceed. Depending on the work required of us, we will agree a charging strategy and begin to work on your behalf.
Strategy
Implementing our Recommendations
Our fee for creating a strategy and making specific recommendations to put that strategy into action will vary according to the complexity of issues to be addressed. It will usually fall in the range between 1.5% & 3% of the value of the wealth upon which we are asked to advise on. The fee is only payable if the recommendations we make are accepted. In many cases, our fee can be deducted from the investments we arrange for clients. We will confirm our fee in writing before we carry out any work and these are outlined in our Services and payment agreement which is completed when we have mutually agreed the charging structure.
Ongoing Service
The charge for ongoing service will usually be paid via an adviser charge which is taken from the Funds under Management at an agreed percentage. Depending on the scale and complexity of the wealth and investments being administered, the frequency of review meetings and reports, our fee is typically between 0.5% and 1.00% a year of the value of the wealth upon which we advise.
Our typical fees - based on the service option selected
| Basic | 0.50% per annum |
| Preferred Option | 0.75% per annum |