Fees

Our fees are clear, fair and transparent

We will not make a charge for our first meeting as this is exploratory, giving both parties the opportunity to see if we can work together.

If so, we will agree a suitable fee structure with you.

For clients using our active investment advisory and fund monitoring service, we do not take initial commissions and any rebates of fund management charges will be rebated back to you. Furthermore, the majority of initial fund charges are negotiated down to zero.