Our wealth management service provides holistic advice on pensions, investments and inheritance planning for private clients. All of our advice is given within the framework of a financial plan tailored to your specific needs.
fees & charges
When arranging pensions, investments or other financial portfolios, we charge a percentage-based fee. We may charge an initial fee for arranging the portfolio and an annual fee for monitoring it and meeting you for regular reviews. Our fees are disclosed in line with regulatory requirements. When providing consultancy services we charge an hourly rate agreed in advance.