How we work
OUR SERVICES
FULL MANAGEMENT
Annual meetings
Comprehensive Financial Planning Report
Management of investments
OUR FEES FOR THESE SERVICES ARE:
ASSET LEVELS:
From £150,000 up to £500,000
From £500,001 up to £999,999
£1 million and above
INITIAL FEES:
£2,500
£5,000
£7,000
BESPOKE
For those clients with asset levels above £1 million and / or more complex needs
Please enquire for details.
ONGOING FEES:
1% of assets per year
1% of assets per year
0.85% of assets per year