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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. Unit Trusts or OEICS) pay a commission and because our charges are fee-based, we do not keep these payments.
However, they will be collected on your behalf and used to offset our future fees and any VAT payable, helping to minimise your portfolio costs.
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.
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