Wealth Management Fees
Changes in your lifestyle or circumstances can cause your financial and personal objectives to change over time, so we believe in providing a comprehensive Ongoing Wealth Management Service to make sure that your financial plan and investment portfolio continue to be well suited to your long term goals.
We recognise that not all of our clients have the same service requirements, therefore we tailor our Ongoing Wealth Management Service to meet each client’s needs and the complexity of their financial affairs.
We work on a fee-basis for providing our ongoing Wealth Management Service so that our charges are explicit, transparent and fair for all.
We charge an annual fee equivalent to 1% of the value of your investments to provide our Ongoing Wealth Management Service, subject to a minimum fee of £1,000 per annum. Discounts will be applied on a tiered scale for amounts in excess of £1,000,000. This fee can be paid directly by yourself or deducted from your investments.
We will create your bespoke Ongoing Wealth Management Service Schedule, which lays out our service promise to you and is tailored to your specific needs and the complexity of your financial affairs.
If you do not require our full Ongoing Wealth Management Service we can still implement and manage your investments for you and will tailor the ongoing review and advice process to your needs.