020 7189 9999 Mon - Fri: 7.45am to 6pm (Thurs 8pm)
Sat: 9.30am - 1.30pm

Investment Advisory Service Charges

Investment Advisory Service

Our charges


A transparent fee-based service

Our all-encompassing annual fee set at 1.25% offers a unique and transparent charging structure. We do not take any upfront or ongoing commissions from your investment, which serves to avoid product bias in our advice.

What's more, you can be safe in the knowledge that the annual fee covers all dealing and custodian charges, so there is no incentive for us to churn your portfolio.

Read our Key facts and services document

Any additional one-off administrative charges are detailed in the Key Facts Service and Costs document.

Contact the Advisory team

020 7189 2499

Monday - Friday: 8.30am - 5.30pm

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Download our guide

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Achieve your investment goals with help from an expert adviser.

Request your free Investment Advisory Service guide now.

An award-winning service

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