Pricing

Simple, transparent and competitive pricing with all our servicing options.

How to put a value on advice

Unlike many in our industry, our pricing has ben designed from the outset to be both fair and transparent.

Our Fixed Price servicing is ideal for those with smaller sums to invest or if you’re just starting out. A fixed monthly fee means no unwelcome surprises.

Our Capped Fee plans keep costs under control for those with larger amounts invested.

Fixed Price

£60/month

  • Full Service
  • Annual Review
  • Ideal Starter Package
  • Simple Pricing

Complete

1% CAPPED AT £3,499 PA

  • Full Service
  • Face to Face Reviews
  • Investments up to £350,000
  • Capped Pricing

BESPOKE

1% CAPPED AT £5,000 PA

  • Tailored approach
  • Suits more complex scenarios
  • No investment limit
  • Capped Pricing

Fixed Price

£60/month

  • Full Service
  • Annual Review
  • Ideal Starter Package
  • Simple Pricing

Complete

1% CAPPED AT £3,499 PA

  • Full Service
  • Face to Face Reviews
  • Investments up to £350,000
  • Capped Pricing

BESPOKE

1% CAPPED AT £5,000 PA

  • Tailored approach
  • Suits more complex scenarios
  • No investment limit
  • Capped Pricing

The details above are a shortened summary of the main features of our regular servicing options. For full details of these and our Ad-Hoc charges for one off advice are available by way of our Terms of Business. Please get in touch for a fair and straightforward assessment of your requirements and to request a copy.