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Guide to Investing
Initial consultation – at our expense
On receiving an enquiry, we invite prospective clients to come to our offices for an initial consultation or we can arrange to meet at another suitable location such as your office. The first meeting is at our cost. The purpose of the consultation is to:
- Establish your financial position and objectives
- Explain how we work
- Explore whether we can help you
If we can help, we will discuss the level of service you might require and our charging structure, which varies according to personal circumstances and amounts invested.
Initial research – at our expense
If you agree to proceed, we will spend time reviewing your existing arrangements and developing recommendations. We will present these to you in a comprehensive report, including costs associated in implementing our recommended strategies. Initial research and recommendations are at our cost.
Implementation – a percentage fee
If you instruct us to implement our recommended strategies we will charge a percentage of the value of assets that you invest with us. This varies according to personal circumstances, service level required and amounts invested, but will not exceed 3%.
Ongoing service – a percentage fee
If we have implemented recommendations for you, these should be regularly reviewed to take account of changes to your circumstances, investment markets and legislation. We offer a review process that includes:
- Comprehensive annual review meeting
- Biannual portfolio rebalancing
- Ongoing investment advice
If you choose to take up this service, we will make an annual charge of a percentage of the value of assets that are invested with us. This varies according to personal circumstances, service level required and amounts invested, but will not exceed 1%.
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