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Right money, right place, right time
Giving you confidence and reassurance
Six-step process
An approach tailored to you
Putting your life goals first
Our six-step process
Initial discussion
Getting to know you
Research and analysis
Your plan explained
Implementation
Regular review
The fees
Our fee structure adopts a hybrid approach to ensure our clients always pay a fair price that is proportional to the funds they invest and the complexity of the service they require, meaning they don’t pay more than they need to.
The first aspect of the fee structure is a tiered ad valorem charge i.e., a percentage fee that is proportionate to the value of the assets you have entrusted us to advise on.
The second aspect relates to work involved in carrying out the tasks you need help with. We believe this offers a fairer deal because if the work you request is a short, straightforward task, you shouldn’t have to pay the same as someone whose requirements are more complex and time consuming, as is the case with a flat fee structure.
If you have a question about our fee structure, we’re here to answer it.
You can find out more about our services and costs here.
Get in touch
To find out more about how we can help you, please get in touch.
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