Do you charge VAT?
Read more
The majority of our services are exempt from VAT, although there are some circumstances where VAT may apply. Our fees page provides more information, and we will always…
Archives
How do I know if your fees are competitive?
Read more
We consider the overall cost of investing, including our advice fee, platform charges and investment fund charges, rather than looking at our advice fee in isolation. We also…
How do your fees compare to other financial advisers?
Read more
Different financial advisers structure their services and fees differently, so a headline fee does not always provide a like-for-like comparison. We benchmark our fees against our peers and…
How can I find your fees?
Read more
We publish our fees openly so you can understand the likely costs before committing to working with us. On our fees page, you can review our service levels,…
Can you help me retire early?
Read more
Yes. We can help you explore whether retiring early could be financially achievable. We can plan around the retirement you want and help you understand how your finances…
Can you help me plan my retirement?
Read more
Yes. Retirement planning is an area we can help you with. We can work with you as you approach retirement and continue to support you once you have…
What type of clients do you typically work with?
Read more
We mainly work with people who are accumulating assets through our Financial Advice Service and people who are approaching or already in retirement through our Wealth Management Service….
Do you work with younger clients who are still building wealth?
Read more
Yes. Younger clients can use our Financial Advice Service, subject to the applicable minimum fee. We also provide a Foundation Service for the children of existing clients who…
Can you help me invest an inheritance I’ve received?
Read more
Yes. We can help you consider how to invest money you have inherited. We will look at this in the context of your circumstances and what you want…
Can you help with ethical or sustainable investing?
Read more
Yes. We can help with ethical or sustainable investing. We can take your preferences into account when considering suitable investments for you.