fees

Fees

A simple, transparent fee structure

We believe fees should be simple, straightforward and free of unexpected charges.

Initial Consultation

The first initial meeting is free of charge. In this meeting we will:

  • Listen to your financial needs to understand where you may need assistance
  • Explore your options and explain how these may benefit you
  • Align you with the service that best fits with your situation

Funds under Management

Fees Charges
Initial fee 2 - 4%
Annual management charge 1%

Note: The investments you choose may have their own initial and annual charges and a bid offer spread. Details are available in our key features document and on our contract notes.

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