Menu based pricing

Clients only pay for what they use. Our menu-based tiered pricing structure offers your clients the opportunity to utilise the most appropriate level.

If the basic option meets all their requirements they are not subsidising a more expensive alternative and can move between levels with ease when their circumstances change. There are no set up fees, for online applications.

Our annual administration fee starts at £245 plus VAT for the single investment/ investment portfolio cases, £435 plus VAT for cases involving more than one investment/ investment portfolio. For those holding a property the annual fee is £980 plus VAT.