Initial Fee Calculator

See our one-off charge for arranging new investments or transfers

Amount to Invest or Transfer
£
Charged once, when your investment is set up. It can be deducted from your investment or paid directly. The Discovery Meeting is always at our expense.
Your Initial Fee
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Investing over £1,000,000? We agree a bespoke fee for larger investments. The figure shown uses our standard scale as a guide. Please get in touch to discuss.
One-off Fee
Effective Rate: