Our Fees

Despite our beautiful and historic location in the heart of Glasgow City in Blythswood Square, we do not reflect this in our fees. We are a highly competitive financial advisory and wealth management company and offer full transparency on our fees.

Our initial fee ranges from 1% to 2% depending on the complexity of the planning required. Ongoing we charge 0.75% but this can be reduced to 0.5% based on your circumstances and required service level.

Regardless of your investment level, you will receive the following services:

• Annual Statement
• Access to Financial Planner & Chartered Accountant
• Professional Expertise and Governance
• Regular Portfolio Rebalancing
• Regular Valuations
• Ongoing Support
• Review Meetings
• Review of Current Objectives
• Risk Profile Review
• Review of Underlying Funds
• Updates on Legislation & Tax Change

We can also provide the following bespoke solutions where appropriate:

• Ad Hoc Valuations & Updates
• Comprehensive Financial Health Check
• Extensive Cashflow Modelling
• Detailed Tax Planning
• Collaboration with Solicitor/Accountant