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

Initial fee (subject to minimum of £600)

3% on first £20,000, then
2% next £20,000, then
1% investments £40,000.

Ongoing Fee (subject to minimum of £600 per year)

1% per year of of funds invested.

  • Transactional service

Initial fee as per Active Client above.

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.

Our information gathering and Initial consultation is without cost to you!  This is for us establish your objectives and to assess how we can best help you.  It is important in this discovery meeting to find out if our relationship can be profitable for both adviser and client. This consultation usually starts with the gathering of information prior to a face to face meeting that will take no longer than an hour.

Please see our Client Agreement & Service Proposition for more details.

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