These will be agreed with you in advance of any work being performed, or any planning, advice or recommendations taking place.
|Investment advice|| Financial planning
|Initial charge||< 1.25%||< 3%||< 3%|
|Ongoing planning||1.25% p.a.||1.25% p.a.||1.25% p.a.|
We are committed to helping international investors like you, irrespective of wealth and expertise.
We have no minimum account size.
However, our services are most suitable to those with at least $/£/€ 10,000.
We charge a flat annual fee of 1.25% per annum for ongoing investment advice. This includes reviewing suitability, re-balancing and personal relationship management.
For a detailed plan, implemented to cover complexities like retirement or estate planning, we charge an hourly rate for a UK-qualified Chartered Financial Planner to work on your behalf.
Your transparent fee will depend on the amount to be transferred:
Up to £250,000: 3% | £250,000 - £500,000: 2.5%
£500,000 - £1m: 2% | over £1m: 1%
We negotiate competitive rates from leading providers. An arrangement fee is set according to the complexity of your case.
Advisers external to our UK or UAE offices, or appointed representatives may operate their own charging structures. These are detailed in writing at the point of business.
Written terms of business specific to your country of residence, and a full tariff of charges are available on request.