Our combined knowledge will help your investment go further


Fees are an important consideration for clients and can have a big impact on the returns you generate from your investments.

Investment management fees

For Managed and Advised Portfolios. Investment management fees are charged quarterly in arrears and are subject to a minimum of £250 +VAT per quarter.
Portfolio Value Scale
< £1m 1%
+VAT per annum
£1m - £5m 0.75%
+VAT per annum
£5m+ 0.5%
+VAT per annum
Download full Schedule of Fees (PDF)

Calculate your annual investment charge

Fees illustration

Total Fee:


Fees are charged quarterly in arrears
(Min. £1000 investment)

Enquire for more information