Non Advisory or Execution Only Fee Tariff


Report Fee
Our Initial Charge
Our Annual Charge
0.20% - 0.35%



Annual Charge


As we are not advising you, you will not receive a financial report abd as such, there is no Report Fee. There is an Initial Charge of 1% and is negotiable for amounts of £100,000 or more.

Annual Management Service Charge

Full details of our range of Self Select charges can be found within the Service Charter.

Full details of our Self Select charges can be found within our Client Agreement.


Fee Quotation

If you would like us to provide a quotation for any aspect of financial planning work please complete our Call back form.

For details of our Advisory Fee Tariff, click here.