From the first meeting with your dedicated investment manager, we will keep you fully informed of any charges relating to your investments.
We charge a quarterly management fee, calculated as a percentage of your portfolio. This includes all aspects of portfolio management, reporting, review meetings, direct access to your investment manager, administration and, where appropriate, any costs for providing custody of assets. Where applicable our discretionary management fee will be subject to VAT at the current rate.
Annual management charge
Our annual management charge is based on the value of your portfolio (including ISAs where applicable) at each month end averaged over the charging period. It is charged quarterly in arrears at the end of March, June, September and December and is subject to VAT.
Subject to a minimum £500 (plus VAT) per quarter.
For cash and stock transfer charges, probate fees and current interest rates see important information.
Come and see us so we can start working to get you closer to your personal financial goals.
Whether you enjoy the occasional glass of Sancerre, or if you're looking for a vintage to invest in, it's worth knowing the expert recommendations.
Paul Bolt, our wine expert, was recently inducted as a Chevalier de Champagne and actively trades on Livex.