Our Typical Fees
Fee basis: Pensions and investment business.
Commission: Protection products only.
Our typical fees are 3% initial fee and 0.5% p.a. ongoing fee based on the investment amount. The ongoing fee on the M&T Portfolios is 0.7% p.a.
Our maximum fees are 4% initial fee and 1% p.a. ongoing fee based on the investment amount.
Our hourly rate fees are £250 per hour (Chief Executive), £200 per hour (Adviser) and £80 per hour (Administrator).