2022-03-22 GDD

£200,001 - £250,000 £1,526
£250,001 - £300,000 £1,758
£300,001 - £350,000 £1,989
£350,001 - £400,000 £2,221
£400,001 - £450,000 £2,452
£450,001 - £500,000 £2,684
£500,001 - £550,000 £2,916
£550,001 - £600,000 £3,147
£600,001 - £650,000 £3,379
£650,001 - £700,000 £3,610
£700,001 - £750,000 £3,842
£750,001 - £800,000 £4,074
£800,001 - £850,000 £4,305
£850,001 - £900,000 £4,537
£900,001 - £950,000 £4,768
£950,001 - £1,000,000 £5,000
£1,000,000+ 0.50% of investment
• Where we are subsequently required to advise on additional investments:
Per amount of additional investment
Charge rate
£50,000 £400
• To provide continuing oversight:
Value of investments
Charge Rate
Minimum charge
Charge rate
1.0%pa of investment value
£250pa
As an example - Let us say you were to ask us to establish or takeover investments to the
value of £100,001, the cost of initial advice, including any transactions you required us to
undertake, would be £1063.
The subsequent annual cost would depend on how much your investments increased or
reduced in value, for example:
• If the value of your investments remained at £100,000: £1000pa
• If the value of your investments grew by 5% to £105,000: £1050pa
• If the value of your investments fell by 5% to £95,000: £950pa
Please note - You are able to cease our services at any time, subject to confirming this in
writing to us.
Page 22 of 34 General Disclosure Document 23/3/2022