Fees for the services described below are as follows:
£1,000 to £2,000 depending on complexity.
£0 - £100,000 £100,001 - £300,000 £300,001 +
3.00% 1.50% 0.75%
(except VCT, EIS and BPR investments for clients who are not utilising our ongoing management service, for which the charge is a flat 3% subject to a minimum of £1,000).
A fee of up to 1.00% of the loan amount - £375 payable at the outset and the balance payable on receipt of Mortgage Offer. (On a mortgage of £100,000 the total fee payable would be £1,000). We may also be paid commission by the lender.
For externally-managed DFM portfolios we charge a flat fee of 0.5% per annum of the value of the holdings.
Please note, under current regulations VAT is not chargeable on any of the above services.
Aggregated Costs and Charges
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Note: This page is for information purposes only and should not be considered as financial advice. Always consult an Independent Financial Adviser for personalised financial advice tailored to your individual circumstances.