Fees & charges 

Investment portfolio Review

Initial meeting

Detailed analysis of portfolio and asset allocation

Review of charges and tax efficiency of existing arrangements

Report on findings

Access to investment adviser with ongoing guidance and mentoring for an agreed period

Fee: £250

Financial planning review

Initial meeting

Fact find and risk profiling

Review of major areas of financial planning relevant to circumstances

Report on findings

Access to financial adviser with ongoing guidance and mentoring for an agreed period

Fee: £500

Ongoing Advice

Ongoing advice and monitoring of portfolios (funds and index funds)

Ongoing discussion of major areas of financial planning relevant to circumstances

Continuous access to adviser

Fee: Between 0.35% and 0.60% of assets under advice, depending on the complexity of the portfolio arrangements and overall investment mandate

Pension advice

A comprehensive review service on pensions, including consolidation, reorganisation and transfers.

Fees are highly competitive, and negotiated in an equitable way dependent on the nature of the work involved.