Our Fees

Stage 1

A brief initial consultation is offered to prospective new clients, at no cost to them – though only after a preliminary telephone discussion to determine whether there might be a ‘good fit’ between us.

Stage 2

An initial proposal will follow if our preliminary meeting indicates we can offer you a valuable service at a competitive price. Our initial proposal outlines our investment strategy, areas of financial advice we think need looking at and the fee detail based on the scope of work. This initial proposal is provided at no charge to you.

Stage 3

If you accept our proposal we will issue you with an invoice for an agreed amount of our fees ‘on account’ against which, you pay us the first instalment of the fee @ 50% of fee agreed, upfront so that our team starts putting together your plan.

Stage 4

Each client relationship is unique, and so each fee arrangement is different. It varies on the scope of advice required, and the amount of work needed. Written fee proposals are always provided in advance, to be agreed with you before any chargeable work begins. Second and the Final instalment to be paid before we submit the draft plan to you.

Stage 5

Annual fees for on-going financial advice and portfolio management are discussed based on the Assets under management to be decided mutually.