Our charges
Our services are paid for by either:
- a fixed one-off charge
- a monthly charge paid by standing order
- a percentage of the portfolio to be invested.
The exact amount depends on the scope of work, which we agree with you and set out in a Client Agreement before we start.
We split our adviser charges into three stages, to give you more control:
- Advise
- Arrange
- Review
Some of our services are subject to VAT. Where there is any doubt we add VAT to our interim bills and then (if applicable) repay the VAT after our work is completed.
