Before any fees are agreed, our process involves an initial meeting entirely at our cost. The initial meeting is to establish the need for financial advice and agree the areas of advice required. At the initial meeting we will provide details of the work required to provide the advice and the associated costs. Only when this has been formally agreed in writing will we proceed to work on your behalf.
We have a minimum initial charge of £2,000. This covers our 'scope' meeting to identify goals and circumstances, our Risk & Suitability assessment, research and analysis, preparation and presentation of our recommendations, and implementation of any solutions we recommend.
Our initial fee is 1% of the value of the assets on which we advise you subject to a minimum of £2,000.
Our annual fee for ongoing advice, which normally covers an annual review and implementation of any changes we recommend to your plans and investments, is normally 1% of the value of the assets on which we advise you.