For that 'paying too much in fees' feeling
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Our staff don't work for sales commission – so your fees are kept low
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Clear reporting and all the information you need – no charge
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Choose to drop the ongoing advice fee – only pay for advice when you need it
Just received your fee disclosure statement (and don’t like what you’ve seen)?
Or perhaps you’ve just had an expensive annual review meeting with your adviser from which no actions resulted and no changes were made to your portfolio (again)?
You understand how high fees can quickly drag down the overall return on your investments. But what can you do about it?
If you’re with us, we won’t let fees ruin your return
We keep our fees low by not paying our staff sales commission.
There is no charge for the reporting service we provide. You get clear information to help you judge our service, such as how your returns compare with competitors’ equivalent portfolios, so that you are in control.
And if you don’t need our ongoing advice service – drop it and reduce your fees. If you change your mind, you can request advice from us whenever you need it.
Client review:
“Fees are brilliant value and I have had market-beating returns. The service is much more tailored compared to larger institutions and I have complete trust in them to manage my finances.”
Tim C, Dorset
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