Charges

Independent Investment Management

We provide discretionary independent investment management services; our approach focuses on managing investment risk through asset allocation. Our minimum investment amount is £100,000 and there is a 1.5% initial charge for investments up to £250,000. Above £250,000 the initial charge is reduced to 1%.

We have a tiered annual charge structure which means that larger investment portfolios have lower charges. The annual charge on the total value for the first £200,000 that we manage is 2%, the next £300,000 is charged at 1.15%, the next £500,000 at 0.90% and amounts in excess of £1,000,000 are charged at 0.75% per annum.

Some charges are subject to VAT.