Fees
Fees
A simple, transparent fee structure
We believe fees should be simple, straightforward and free of unexpected charges.
Initial Consultation
The first initial meeting is free of charge. In this meeting we will:
- Listen to your financial needs to understand where you may need assistance
- Explore your options and explain how these may benefit you
- Align you with the service that best fits with your situation
Funds under Management
| Fees | Charges |
|---|---|
Initial fee | 2 - 4% |
Annual management charge | 1% |
Note: The investments you choose may have their own initial and annual charges and a bid offer spread. Details are available in our key features document and on our contract notes.