Our fees are transparent, and you only pay for what you need
We charge for our advice and our investment management service.
Our advice process shows you how these fees compare with your current solution. If you choose not to switch to us, there’s no charge.
If our service is not suitable for you, we will let you know - free of charge.
Advice fees
Only if you decide to switch your portfolio do you pay a one-time switching fee of £500.
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There is no charge for the reporting service we provide.
If you need advice to review your circumstances every year, choose our Ongoing Advice service (£1,000 p.a.) or drop it and reduce your fees. If you change your mind, you can request advice from us whenever you need it.
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If you don't need investment advice, choose "Investment Management Only" and pay no advice fees.
Investment management fees
We charge an investment management fee of 0.36% p.a. for building and maintaining your portfolio.
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You benefit from our investment management skills: asset allocation, fund manager selection, monitoring and risk management.
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You can appoint a new investment manager at any time. We never charge exit fees.
Other fees
Your investment platform charges a fee to hold your cash and funds safely.
There are also fees for managing the funds that we have selected to implement your investment strategy.
We never receive or benefit from these fees.