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.
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