Initial Fees

We agree fees on a case-by-case basis dependent upon the complexity and scope of work required. We will of course provide you with a full explanation of our fees and agree terms before commencing any chargeable work.  

Where your recommendations involve setting up new investment or insurance plans, we will agree implementation fees as part of our recommendation and in accordance with our client agreement. Fees for arranging new investments or transferring investments to our management are usually in the range of 1-3% the amount invested or transferred.