An Independent Report

We agree a fee with you for an independent report which provides neutral analysis, strategy and proper advice without mentioning or discussing specific financial products.

An Implementation Fee

We are flexible when implementing products for you: You can choose as to whether we receive a fee or commission or a mixture of both. When we accept commissions it is our normal practice to adhere to industry standard terms. Again the amount of commission will be discussed with you before proceeding.

For more information download our Services and Costs and Tariffs.

Annual Review

We conduct annual reviews for you in order to ensure that your financial plan reacts to changing circumstances or government legislation.

We charge a review fee for servicing investments, of between 0.5% and 1% of the funds managed; or we agree a retainer fee based on your needs.

This is subject to a minimum of £500pa.

If you are dissatisfied with our review then we will refund you any fees that you have paid for the review in that year.

To find out more, please contact us.