How much does it cost?

Our research shows our Portfolio Management Service to be one of the least expensive on the market for investments of £100,000 or more.

Initial Charge:

• 3% on first £150,000
• 2% on next £250,000
• 1% above £400,000

As an example, if you invest £200,000 into the Portfolio Management Service the initial cost would be 2.75% (3% on £150,000, plus 2% on the next £50,000). VAT is charged where appropriate.

Annual charge: 0.475% + VAT is taken as a percentage of the portfolio value.

When selecting funds for the portfolios, quality and performance potential always come first. Only when we are satisfied on these fronts do we turn our attention to the matter of cost. We use our buying power to drive down charges on the underlying funds.