Your fee will be calculated based on the type of work you require and how long it takes to complete, rather than the value of your investments. 

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There will be an initial ‘get to know each other’ period and in many cases, particularly for those people who come to us for advice around a major life event such as retirement, a more intensive advice need than in subsequent years. This is reflected in our charging structure. Initial fees are personalised to each client and will be discussed and confirmed as part of the Discovery Process.

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In each future year we’ll suggest a set of services to you that we believe will add value to your finances. We’ll also include suggestions about how you could simplify your finances to reduce your overall cost of investing, including savings on our own costs. After all, in year two of our relationship some of the services you require may be different, so why should you pay for all of them again? 

Once you agree the scope of our services for each year, we will give you a formal quote.

You don't want any nasty surprises, therefore what you pay will only change if the work you

ask us to undertake changes substantially.