Fees

Annual management charges

 

Financial Planning

Financial Planning and custody of assets

Investment Management and custody

Financial Planning Investment Management and custody

Financial Planning

0.70%

0.70%

 

0.15%

Investment Management

   

1.35%

1.35%

Custody

 

0.30%

-

-

Total fee

0.70%

1.00%

1.35%

1.50%

 

For full details please see our Fees and Services document and/or Investment Management Fees and Charges. For clients who opt to take the discretionary management service, custody and financial planning, we are able to offer a substantial discount on the financial planning charge. SITS is a specialist investment service and is subject to different fees – there is no double charging. 

Initial planning fees

 

Financial review

Stand alone Financial report

Implementation fee

General

Included in implementation fee

min. £750 +VAT

 

Investment fee inc ISAs and GIAs

   

2% min £400

Pension Arrangements

   

3% min £750

Pension Annuity

   

1.5% min £400

Insurance

   

Paid from commission or flat fee to be agreed

 

Fees can be paid by lump-sum or instalments and can by paid direct or from the investment. For full details please see our Fees and Services document and/or Investment Management Fees and Charges.