The service options we offer are usually based on the amount you invest, however you can contract us to complete a particular known task.
Our typical charging structures are:
- Active service
3% on the first £20,000, followed by
2% between £20,001 to £40,000, followed by
1% on £40,001 and above
1.00% Ongoing fee subject to our minimum fee of £600.
- Transactional service
Initial fee as per Active Client above.
NO ONGOING REVIEW SERVICE
Our “Proactive Service” is very popular offering Face to Face advice and ongoing annual reviews to make sure that your investments are meeting your expectations.
Don’t forget our Initial consultation is without cost to you! This is for us to assess how we can best help you and if you need our advice. This consultation is usually an hour.
Please see our Client Agreement & Service Proposition for more details.
Contact us now to find out more or complete our enquiry form.
Tel: 01823 400 880
A Finance Ltd is Authorised and Regulated by the Financial Conduct Authority
FCA Number 584606.
Company number 08090663. Registered in England and Wales
Registered Office address: Penzmead, Station Road, Milverton, Taunton, TA4 1LD