Ethical: Fixed fees for charities

We will always tell you exactly how much you will pay before you agree to proceed with our services.

Our standard fees are detailed below. An agreed fee may be paid by invoice or provided by an adviser charge from your investment or pension and paid by the product provider, if a product is implemented for you.

We will not receive commission from Investment and Pension companies for any policies we arrange with them.

For Non-Investment Protection and General Insurance, we have the option of receiving commission from insurance companies. Unless otherwise agreed, we will accept this commission in lieu of charging a fee for arranging your insurance product.

1. Critique

Review of current investment policy and set out financial objectives

Fixed fees ​​ ​       £2,000

2. Create

Creation of an investment strategy on whole of market basis

Fixed fees ​       £2,500

3. Implementation

The implementation of a suitable investment strategy.

£250,000 - £1,000,000          £5,000 fixed fee

£1,000,001 - £2,999,999          £7,500 fixed fee

£3,000,000 and above          Contact us

4. Review

The implementation of a suitable investment strategy.

£250,000 - £1,000,000     £5,000pa fixed fee

£1,000,001 - £2,999,999     £7,500pa fixed fee

£3,000,000 and above          Contact us

Additional information

Under current legislation our services are not subject to VAT, but should this change in the future, and where VAT becomes due, we will notify you before conducting any further work.

Other charges

Depending on the services we provide, there may be costs and charges (including taxes), not charged by us, but related to the financial products we arrange for you. These charges may be one - off charges (payable up front) or charges payable on an ongoing basis. For example:

  • Service costs: If your investments are held on a platform (an online investment administration service) or held with a DFM, the platform provider / DFM will make a charge for administering / managing your investments
  • Investment costs: These are the costs relating to the manufacturing and managing of your investments - for example, fees charged by the investment fund manager costs relating to investment transactions
  • We'll always disclose any third party costs as part of making our recommendations

Aggregated costs and charges

Before we provide you with our advice we will add together all the costs and charges payable so that you are able to understand the overall costs of our services and recommendations. This is referred to as aggregated costs and charges information.


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01633 851805
 [email protected]
 5 & 6 Waterside Court, Albany Street, Newport, NP20 5NT


01633 851805


[email protected]


5 & 6 Waterside Court, Albany Street, Newport, NP20 5NT