We welcomed the implementation of the Financial Conduct Authority's 'Retail Distribution Review' in 2013, as we believe our charges should reflect transparency and fair value.

Initial fees, either for transactional work, holistic advice or implementation of recommendations, will usually be quoted on a fixed fee basis. This will reflect the complexity of the advice and the time involved and by which employee positon this will be undertaken by.

For ongoing advice, we offer our Partnership service, which is ordinarily charged at 0.85% per annum of the value of assets under management. In return, clients currently receive two meetings each year, as well as quarterly valuation statements and our accompanying commentary and recommendations. In most cases, clients have 24/7 access to their portfolios online, as well as unlimited telephone and email support with our team.

Foundation fee

We also offer a less extensive Foundation service charged at 0.55% per annum.