For investors seeking confidential and independent advice relating to their investment requirements, we offer a fee-based service, enabling formal reports and recommendations to be prepared based upon the individuals needs. Fees can be quoted on an hourly rate basis (£150.00 per hour) or as a percentage of portfolio's vlaue, subject to a minimum initial fee of £500.00. Our charges are capped at a maximum level of £2,000.00 per annum enabling higher vlaued portfolio's to benefit from economies of scale. Risk rated portfolio options are also available, where a reduced cost of advice applies.
Initially, we will need to determine your investment objectives, risk levels, tax position and investment time horizons. To enable this process to be initiated, please complete the contact form provided below and we will endeavours to contact you within 24 hours, which will enable us to assist further.