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    Our fees

    Our aim is to offer the best expertise and to represent excellent value for money.

    We believe the only way to deliver genuinely independent advice is on a fee-basis as it ensures an absence of bias or conflict.

    Financial planning and international employee benefit fees will always be agreed in writing with you before we start any work.

    We typically charge fees in three areas:  for advice, for implementation and for on-going service.

    We make all our fees simple, transparent and fair.

    We have no minimum account size.

    However, our Index Account is most suitable to those with at least $/£/€/CHF 50,000

    Full financial planning services are best suited to those with more than $/£/€/CHF 250,000 to invest.

    Our international employee benefits advice is best suited to companies with over 25 staff.

    You get truly independent advice from Chartered professionals which above all gives you peace of mind.

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    What you get with us

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