Investment Services & Costs

We will provide you with an initial consultation free of charge and without obligation.


This helps us to understand your financial objectives and we will confirm how we can support you in working towards these goals. We will also discuss the cost, and levels, of our services both initially and throughout our relationship with you.


We charge our services by way of a fee. These fees are based on a percentage of the amount you invest, subject to a minimum and maximum fee. 

Depending on which of our services you would like to use we charge initial advice fees and ongoing advice fees