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The Annual Review Service

The Annual Review Service

This service gives you our expert advice throughout the year.

Initial Fee

An initial meeting is free of charge and without obligation from either side. At this meeting an initial project fee will be agreed up front prior to any work commencing which will be dependent upon the scope of the work. Including implementation of any strategy agreed.

It will never be more than a maximum of 2% of the amount to be invested up to £100,000, subject to a minimum of £750, a maximum of 1.5% on the next £200,000 and a maximum of 1% on amounts in excess of £300,000.

Annual Fee

0.8% of the value of the portfolio will be charged annually. For example, if your investments are worth £200,000 our fee would be £1,600 each year.

For Trust Advice, a minimum of 1% pa for Trust Planning and Administration applies to all cases. For example, if the assets of the trust are worth £600,000 the fee is £6,000 per annum.

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