Advice & Service Costs
We believe that our charges are both fair and simple... Simple because practically everything costs just 1% and fair because we believe this is about the best price you'll find anywhere for truly Independent Financial Advice.
This means that our Investment/Pension Investment Fees are exactly 1% per Annum of the Capital Value of whatever we manage on your behalf; and this is paid to us on a monthly basis so that you only pay for what you use.
There are some instances where our 1% rule doesn't work - for either party, and in these cases we work on an Hourly Rate of £55 including VAT.