Our charges are very competitive and depending on the type of business to be transacted fees will be quoted either as an hourly rate or as a percentage of funds under management.

How we are paid

We pride ourselves on giving high levels of personal service on very competitive terms and you can see what our customers think about our charges by clicking on the “Client Surveys” tab located above.

 We will discuss fees as part of our free initial consultation which will enable you to instruct us with complete confidence, having first established what your costs will be.

For larger investments we can offer a discount on our standard terms and will be happy to discuss this at the initial consultation.

“Which News?” recently published an article about the cost of financial advice, a copy of which is attached here. In order to provide a reference point to the article, our charges are summarised below and are clearly set out in our Client Agreement.


  • HOURLY RATE – £150
  • INITIAL FEE – 3% MAXIMUM of the total amount invested (discounted for large investments)
  • ONGOING ADVICE and SERVICE – 0.5% of funds held under our Serviced Agreement

We will only be happy to advise you once you are completely satisfied with how our fees work and how you will benefit


& Retirement

Investing for
Income or Growth