Our fees

A fee structure that democratises financial advice

No matter how much you’re worth, we understand that the old school charging model – based on percentages seemingly plucked out of thin air, rather than your circumstances or what you’re looking to achieve - just isn’t fair on clients. After all, why should you pay thousands of pounds more than someone else for a similar amount of work, purely because you have more money to invest?

We’ve listened carefully to what clients really want, and what they feel is fair to pay for, and now offer a far more personalised model that will be tailored – properly and transparently – to each client brief.

We’ve taken this approach to open up the world of highly-personal, objective and pragmatic financial advice to individuals and families that lacked the base of assets traditionally required to spark the interest of wealth managers.

We favour a more democratic approach, as we enjoy joining young entrepreneurs and professionals on their journeys as much as we do advising high net worth individuals and celebrities on their investment objectives and retirement goals.