An initial consultation is offered to prospective new clients, at no cost to them – this can be at our offices, your home or your place of work. There is no charge for this initial meeting and no obligation on either side.

Should this first meeting indicate we are able to assist with your needs and objectives, we will agree with you how we will be paid for the services we provide. The discussion will cover the terms of the amount or hourly rate and the timing of the payment, which could be upfront, when you invest, over a period of time while we provide a service to you, or a combination of these.

We will also tell you if you have to pay VAT and if there are other costs that might arise in connection with the services we provide to you.

A schedule of our fees is available on request, but by way of illustration, initial fees usually vary between 1% and 3% of the amount to be invested. Meanwhile, the standard charge for our ongoing services is 1% of the value of investments. In some cases, we may carry out work on a fixed fee basis.

The fees we charge will be a matter for discussion and agreement and no charges will be made without prior notification in writing.

One of our primary goals is to provide our clients with a clear and explicit value for money fee proposition.

Client Agreement           Terms and Conditions