Our Fees

Our Fees

Fees for the services described below are as follows:

Financial Planning

£1,000 to £2,000 depending on complexity.

Implementation

  Portfolio Value Initial Fee
Pensions & Investments:

£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).
Protection: We will receive commission from the provider; alternatively, a fixed fee can be agreed.
Mortgages:

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.

Servicing

Financial Planning: £750 - £1,000 depending on complexity
Investments: Our Annual Fee for Investment Portfolio Advice starts at 1.5% a year for portfolios of £100,000 or less. The percentage reduces as the values increase, as per the chart below.
Continuum Wealth Annual Advice Fee

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

Please note that these charges are separate from the charges levied by fund managers, investment platforms and other product providers.  When we advise you, we will add together all the costs and charges payable so that you are able to understand the overall costs of our services and recommendations. This is referred to as aggregated costs and charges information.

 

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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.