Fees

Pensions

Funds Under Management
£20,000 to £49,999
£50,000 to £74,999
£75,000 to £99,999
£100,000 and above
Initial Advice
3.0%
2.5%
2.0%
1.5%
Ongoing Advice
0.5% p.a.
0.5% p.a.
0.5% p.a.
0.5% p.a.

Investments

Funds Under Management
£20,000 to £49,999
£50,000 to £74,999
£75,000 to £99,999
£100,000 and above
Initial Advice
2.5%
2.0%
1.5%
1.0%
Ongoing Advice
0.5% p.a.
0.5% p.a.
0.5% p.a.
0.5% p.a.

Additional Advice

We can provide bespoke advice or one-time reviews which will be quoted on a fixed-fee basis.