SAVING YOU MONEY
Offering our clients the best quality of advice and service at a lower cost. There is no catch, we simply trim costs through a combination of modest advice fees, efficiency, and common sense.
An illustration of Investment Costs
Part of our core values is to keep our fees low and be transparent. Below you can see how we can save you money in comparison to other IFAs. You can click on the images to download the information.
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Initial Investment Costs - Comparisons and Saving
Ongoing Investment Costs - Comparisons and Saving
The small print...
* Typical fees are estimates based on averages detailed in a December 2020 FCA Report (2.4% for initial advice followed by 0.8% a year) and will vary in practice depending on fees charged by specific advisers. Annual fees will vary over time depending on investment value.
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^ The figures above show what you would pay to receive an ongoing service. You may also save money on investment funds and platform costs.
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Risk Warning: Investments can fall as well as rise and you might not get back the original investment. Investments should be seen as a medium to long term financial investment. Tax treatment of investments wrappers can and may change in the future.
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