Charges

Are you fed up with having units deducted from your portfolio to cover charges? Or perhaps you have had enough of the money that you have sheltered from tax within your ISA being taken away in charges from you when you could pay the charge from another source and maximise the protection that you are getting from future tax.

Our service is fully transparent. We have a cash account sitting alongside your ISA, SIPP and holdings outside of a tax wrapper. This means that you can see clearly how much you are paying for the service and you have choice on where the money to pay your charges comes from.

We typically do not charge for an initial meeting of up to 1 hour. During this time we will gain an understanding of your current position, what it is you are looking to achieve and discuss the various charging options open to you, such as fixed fee for a specified transaction, an hourly rate or a percentage of the funds under management for investment and pension-related business.