How much does it cost?

Our Menu of charges available for the Wealth Management Service we offer, are as follows:

Private Client Service (Investment Portfolio's of £100,000 and above)
Initial Charge: Up-to 3% of initial investment
Annual Charge: 0.75% of investment/portfolio value.



Premier Client Service (Investment Portfolio's between £20,000 and £99,999)
Initial Charge: Up-to 3% of initial investment
Annual Charge: 1% of investment/portfolio value.



Core Service (One-off transactions, and portfolio's under £20,000)
Initial Charge: 3% of initial investment
Annual Charge: Between 0.5% and 1% of investment, depending upon the number of investment funds recommended.



Please refer to our Client Agreement for details of costs for other areas of advice.