Our Fees
Unlike many advisers, we are an independent firm with no proprietary investment products to push. Our approach is different – we are a ‘fee-for-service’ company. We have found that the out-of-date commission system is an obstacle to conscientious advisors because it stresses transactions which may not always be in your best interest.
- Our interests are aligned with yours – our fees only increase if your portfolio grows
- You will not be inhibited from contacting us for timely advice for fear that ‘the clock is running’
Our fee structure is linked to the value of your portfolio so that:
These fees are covered by a satisfaction guarantee. You are the sole judge of our performance. We believe totally that your perception of our performance is the reality. If anything we do falls short of your expectations, we will automatically refund the amount of fees that you consider to be appropriate, irrespective of our views.
Interestingly, because of the low cost investment strategies we adopt, the total cost of investing through us can be substantially less than investing through retail investment funds.