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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
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