WHAT WE DO
We will evaluate your current financial and personal situation and will recommend an overall asset allocation strategy. We will structure the best equity solutions for you by focussing on low cost index funds and direct share investments. Only rarely will we recommend an equity fund because very few managers can beat the indexes over the long term. We will build you a bond portfolio consisting of direct corporate bond investments tailored to your family’s income and cash requirements and credit and duration risk appetites. Having implemented an equity and bond plan, we will maintain regular contact with you, ensuring an ongoing assessment of your capacity for loss and regular discussions on your attitude to risk. This ensures your investments plans are consistently aligned to your financial priorities and objectives.
Our Charges
We will charges a percentage fee based on your personal assets under management with us - covering both financial planning and investment management.
| Initial | Annual Management | Custody | |
|---|---|---|---|
| 0 - £1 million | nil | 0.75% | 0 - 0.15% |
| £1 - £5 million | nil | 0.50% | 0 - 0.15% |
The annual management fees are charged semi-annually in arrears, based on the value of the portfolio at the end of the month.
