Charges

Our fees are straightforward.

We charge 3% for investment recommendations, with discounts for amounts in excess of £100,000.

We charge 1% per annum for ongoing monitoring and servicing, with discounts for amounts in excess of £500,000.

Fees for one-off exercises are variable and quoted in advance.

Insurance contracts normally pay commission; a fee option is available on request.

Mortgage fees start at £375 for research and recommendation, with a procuration fee normally payable by the lender.

Under current legislation, our fees are not subject to VAT.