Financial advice
charges
Investment advice charges
1% on the first £1 million invested
0% on the balance
over £1 million
A minimum charge of £495 for telephone advice, and £1,495 for face-to-face will apply.
Investment advice
This service is dedicated to selecting investments that suit you, tailored to your goals.
Get a portfolio of investments created specifically for you by one of our expert advisers.
Investment advice charges
1% on the first £1 million invested
0% on the balance
over £1 million
A minimum charge of £495 for telephone advice, and £1,495 for face-to-face will apply.
Financial planning charges
2% on the first £200,000
1% between £200,000 and £1
million
0% on the balance over £1 million
A minimum charge of £495 for telephone advice, and £1,495 for face-to-face will apply.
Financial planning
This service is our most comprehensive, designed to help you with a range of goals and situations, including retirement, tax planning, budgeting, and passing on wealth.
Please note: Any recommendations concerning the transfer of secured benefits, such as a defined benefit pension (e.g. final salary pension), will have a separate fee structure.
Financial planning charges
2% on the first £200,000
1% between £200,000 and £1
million
0% on the balance over £1 million
A minimum charge of £495 for telephone advice, and £1,495 for face-to-face will apply.
Ongoing financial advice
With ongoing advice, you'll stay connected with your advisor for an annual portfolio review to ensure the ongoing suitability of our recommendations and to implement any required changes.
You have the option to include ongoing advice with any of the individual services mentioned above, with an additional annual fee of 0.365% (plus applicable VAT) based on the advised portfolio.