Fixed fees
We only ever charge on a fixed fee basis. Why? Because it’s fair. Find out more about why our approach works.
A fresher, fairer approach
There are two ways financial advisers can charge you for the ongoing service they provide. Some charge a percentage of the value of your investments. Others charge a fixed fee, based on the time it takes to deliver a service to you.
We believe percentage fees are unfair, more expensive and potentially cause conflicts of interest. So, we charge a fair fixed fee that reflects the work we do, not a fee based on the value of investments.
Why it matters
Let’s take someone who invests £250,000 with a traditional financial adviser who charges them 1% of that amount each year. Over 10 years, let’s say their investments increase in value to £500,000. That means the amount you pay to them has now doubled – even though they’re doing exactly the same amount of work. We don’t think that’s fair.
So instead, we charge a fixed fee, adjusted for inflation. That means, in 10 years’ time, even if the value of your investments has doubled, your fees haven’t changed in real terms. It means you won’t end up paying more fees than you need to, and that more of your money can go towards helping you achieve your goals.
Feel the value
If you’d like to learn more about how our fixed fee approach can help you achieve more, contact us today.
What our clients say about us
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