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This fee is due upon completion and delivery of your Financial MasterPlan which contains all our tailored recommendations for you. If more complex and in-depth advice is required then we reserve the right to charge a higher fee, but this will always be agreed with you in advance.
We will not exceed our fixed fees without telling you first.
Prior to, or at the time of making our recommendations to you, we will agree the level of ongoing services required. Typically, our costs are 0.75% per annum subject to a £1,875 per annum minimum and are based on the value of your investment(s) at each 12-month anniversary, and are paid pro-rata in arrears.