Fees

As you would expect from a team of professional investment managers, we operate a fee-based charging structure. Depending on the type of portfolio you choose we will apply a percentage-based fee to the value of your portfolio. In this way, we have a shared interest in growing the value of your investments.

Some packaged investment vehicles (e.g. collective investments like Unit Trusts or OEICS) pay a commission. We are obliged under the Solicitors Regulation Authority rules to account to you for commissions received in excess of £20. In fact our policy is to waive our commission entitlement in return for an improved investment allocation for you.

Our significant market presence allows us to negotiate low rates from third party providers and, in most cases, we are able to buy collective investments at significant discounts. Our current fee tariff is available upon request or downloaded here