Pricing Table
| Where funds are placed under management the following charges apply |
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| Financial Advice |
- Payment for regulated advice and administration |
| Fund Management |
- Intial charge for Investment Manager |
| Transaction Provision |
- Administration charge |
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| Financial Advice fees are shown below. Fund Management and Transaction Provision are unique to each cases. |
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| Financial Advice Fees: |
| Initial Charges for lump sums and regulars |
| First £50,000 |
3.00% |
| Next £100,000 |
2.50% |
| Next £200,000 |
2.00% |
| Next £250,000 |
1.50% |
| Next £400,000 |
0.85% |
| Above £ 1,000,000 |
0.37% |
| Minimum fee |
£900 |
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| In the interest of encouraging contributions we have a sliding fee rate for lump sums and regulars |
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| Annual Fee for funds under management |
| Up to £1,000,000 |
1.00% |
| Assets over £1,000,000 |
0.50% |
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