We are fee based to provide impartial, tailored advice.

As a firm, we have long refused to accept commission (except when it’s of benefit to the client), and instead we have always opted to charge clients transparent fees. That’s what makes us different, and that’s why you know you will always get the very best, fair advice. Our approach has produced successful outcomes for over three decades.

Initial consultation

As there is absolutely no reason why you should pay a stranger for a service until you have decided it’s right for you, our initial consultation meeting is completely free.

One-off work

For one-off work (for example, a specific piece of advice or financial planning), we may charge based on time. This will be an hourly rate, which is charged in the same way as most professional firms.

Ongoing service

For ongoing investment management, we apply two sets of charges:

  • A management charge covers the regular reporting, monitoring, analysis and regulatory costs of your investments, which covers cost regardless of whether we deal or not so we only deal when it is in your best interest
  • When extensive research is undertaken and a transaction is carried out, we will charge a fee to cover the costs of associated dealing, settlement and registration functions.

Please get in touch if you would like to discuss our fee structure.