Our Fee Structure

Strategy Fee

The fee depends on the complexity of the work carried out and if you are happy with the recommendation provided and wish for this to be implemented, the strategy fee is not charged and is instead replaced with an implementation fee as detailed below. This fee allows our team to prepare a recommendation which is right for you. We undertake product research and use the best analytical software to review your existing arrangements. Our recommendations are always bespoke and tailored around your goals, helping you to achieve your dreams.

Implementation Fee

It is our responsibility to facilitate the smooth processing of putting our recommendations in place. This can be a complex area and our aim is to remove any hassle for you, just keeping you informed with key updates and expected completion dates. This is charged on a tiered basis as follows:

• 3% on the first £250,000 invested
• 2% on the next £250,000 invested
• 1% thereafter

Ongoing Fee

Our job is not to provide a single recommendation, but an ongoing service. As your situation changes, so will your financial needs. It is important we keep you on track and adapt our strategy to suit this. We charge 1% of assets under management annually, which covers the cost of reviewing and updating your strategy, regular meetings and unlimited access to our support team. For us to start putting together your bespoke financial plan, the first step is to contact us.