OUR CHARGES
Two levels of service. Complete transparency on cost.
Apex service
A long-term financial plan built around you, to grow and protect your wealth, combined with low-cost active investment management that adapts as markets change.
Those who:
Would rather work with an expert on their finances than manage them alone
Have more complex financial planning needs
Value a long-term relationship with an adviser they can turn to
Your dedicated adviser gets to know your finances, your goals and where you could be better off
They build a clear plan covering every area of your financial life
We manage your investments actively, at low cost, in a portfolio built around your objectives
You’ll meet your adviser regularly to review your plan and portfolio, so both keep pace as your life changes
Initial advice fee
Ongoing service fee (tiered)
Foundation service
Expert advice when you need it. We’ll assess where you stand, recommend the right next step and give you the tools to manage things yourself.
Those who:
Are starting to invest for the first time
Have straightforward financial planning needs
Prefer to manage their own finances, with expert advice when they need it
Are comfortable managing their money online
We assess your finances, goals and attitude to risk
Where investing is right for you, we recommend a diversified portfolio that suits you
You’ll receive our quarterly newsletter, with market commentary and our annual Budget update
You’ll have access to our client portal and app
Initial advice fee
Ongoing service fee
We believe in complete transparency on cost. We will confirm the exact fees applicable to you before you proceed with any advice. Fees exclude third-party costs such as platform, investment costs, and VAT where applicable.
