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Investment management costs & charges

From your first meeting with a dedicated investment manager, we’ll clearly explain all investment-related charges. We apply a quarterly management fee, calculated as a percentage of your portfolio, covering portfolio management, reporting, reviews, administration and, where applicable, asset custody. VAT may apply. 

If you chose to have a complimentary initial consultation, we’ll explain what you’ll pay, when you’ll pay it, and what services are included. Fees depend on the type of service you receive, and you won’t pay anything until you’ve agreed the next steps. 

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You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.

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Next steps

If you chose to have a complimentary initial consultation, we’ll explain what you’ll pay, when you’ll pay it, and what services are included. Alternatively, get in touch if you have any other questions related to the information on this page.

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This financial promotion was approved by Quilter Cheviot Limited on 20 March 2025.

The value of your investments and the income from them can fall and you may not recover what you invested.