Ideal for those new to investing or in the early stages of building wealth, our Review Service sets you on the right track with a professionally managed investment portfolio, online access to view your portfolio valuations, and an annual review with your adviser to ensure you stay aligned with your financial goals. 1% per annum (minimum fee £2,500)
Designed for those growing their wealth and preparing to reach significant financial milestones, our Wealth Management & Planning service offers a more comprehensive approach, including cash flow planning, tax planning, and tailored portfolio management, helping you make informed decisions as your financial needs evolve.
1% per annum up to £1m
0.6% per annum on next £1m
0.35% thereafter
Retirement is unique to everyone – whether you’re gradually cutting down work or stepping away completely. When you need to draw and income from your portfolio, your financial adviser will work closely with you to manage your financial plan using detailed cash flow analysis. This ensures you stay on track for everyday expenses and plan for one-off expenditures.
1% per annum up to £1m
0.6% per annum on next £1m
0.35% thereafter
For clients with complex financial needs, our bespoke Stewardship service provides a holistic approach to wealth management. We care for every aspect of your financial planning, from liaising with third parties to designing charitable giving strategies, ensuring your legacy and values are preserved.
1% per annum up to £1m
0.6% per annum on next £1m
0.35% thereafter
For the implementation of an agreed plan, where we facilitate the purchase of investments or the investment of transferred funds. Our fee is based on a percentage of the amount you invest and/or transfer.
1% Percentage fee applied to the value of monies invested or transferred
3% Percentage fee applied to the value of monies invested or transferred into an alternative investment scheme
This type of service is highly bespoke and personal, and our fee typically depends on the extent of work related to your financial situation. To provide an idea of the fees associated with various services, we have included some example pricing below:
| Type of Work | Fee Range |
|---|---|
| Financial plan with comprehensive cashflow analysis | £1,500 – £5,000 |
| Retirement Planning | £1,250 – £3,000 |
| Estate & Inheritance Tax Planning | £2,500 – £5,000 |
| Review of legacy investments | £1,250 – £3,000 |
| Review of legacy pension provision | £2,000 – £5,000 |
| Pension transfers | £2,000 – £5,000 |
| Equity release | £1,500 – £5,000 |
| Long-term care planning | £1,250 – £3,000 |
| Alternative investments (including EIS & VCT) | £1,500 – £5,000 |
| Charitable gifting strategy | £1,250 – £3,000 |
Sometimes, we may find it appropriate to charge for our services using an hourly rate, depending on the level of complexity involved and the time required by our team to complete the project. These are available on request.
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