The Annual Review Service
Additional Project Fees
GT Wealth provides complete financial clarity which is why our team will notify you of any additional project fees beforehand.
For funds held in a Discretionary Fund Management account, a reduced annual fee of 0.5% will be payable.
Fixed Mortgage advice fees are payable from the outset. GT Wealth may also be paid a commission by the lender.
General ad hoc fees are charged per hour:
Director £350 p/h
Consultant £250.00 p/h
Paraplanner £150.00 p/h
Admin £100.00 p/h
Trusts £195.00 p/h