From the first meeting with your dedicated investment manager, we will keep you fully informed of any charges relating to your investments.
We apply a quarterly management charge, calculated as a percentage of your portfolio. This includes all aspects of portfolio management, reporting, review meetings, general administration and, where appropriate, any costs for providing custody of assets. Our management charge will be subject to VAT, although there are some exceptions.
* For estates in administration, on notification of death, the portfolio is switched to our ‘Execution Only’ service which does not attract the Annual Management Charge or the Custody Charge. Upon receipt of valid instructions from the Executors of the estate, we will either (a) liquidate the portfolio and charge our standard Dealing commission and Transfer Out Charge for doing so, or (b) reinvest the cash and assets into a new portfolio(s) which will attract the relevant charges for the service chosen.
Come and see us so we can start working to get you closer to your personal financial goals.