Always transparent on fees

We are proud of how hard we work for our fees and believe we have one of the most competitively priced offerings in our industry.

Please take a look at our client agreement for further detail on the services we offer and associated charges.

3%

Maximum initial sign up fee

	Provide full guidance to support your financial decision
	Handle all fund and policy administration on your behalf
	Provide regular updates to keep you informed of progress
	Ensure all your documents are issued in line with your expectations
	Provide confirmation of all actions taken on your behalf in writing

Maximum ongoing fee

	Structured reviews to give you peace of mind
	An assessment of your circumstances and any changes to your plans that are needed
	Regular updates and information regarding your holdings
	A choice of differing levels of support depending on your needs
	Ongoing support with correspondence and administration issues