4. Implementation

To establish your objectives and explain how we work and if we can work together. This meeting is “at our expense” and without obligation. 

Depending on the depth, breadth and complexity of the situation and discussions this may range typically between £450 and £1,500 (the cost to be off set against the fee detailed below.) 

This fee can vary depending on the size and intricacy of the situation but generally between 1% and 3% of the wealth being advised upon but is only payable if the recommendations are accepted. Please contact us for the latest rates.

Depending on the scale and complexity of the wealth and investments being managed and reviewed, the frequency of the meetings and reporting this typically amounts to a maximum of 0.5% per annum of the wealth being advised upon.

Most advice relating to the management of the investments and financial plans are incorporated in the ongoing service fee. For ‘Self Service’ Clients and where new situations arise with existing clients requiring a review of their …