OUR FEES

Our principal remuneration takes a single form: an ongoing charge for managing your portfolio, calculated as a percentage of the funds we manage on your behalf. This rate is tiered, reducing as your portfolio grows.

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We do not charge an initial percentage fee on new money invested, and we receive no product-related remuneration in respect of your investments — our interests are aligned solely with the long-term management of your wealth.

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There is one exception: where we arrange certain protection products, such as life cover, we may receive commission from the provider. This will always be disclosed to you before the product is arranged.

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Where the complexity of your circumstances warrants detailed initial planning, a one-off planning fee may apply, agreed with you in advance. Any underlying fund or platform charges are set out in full before any commitment is made.