Private Client Fee Structure

We work with clients who are interested in developing a long term relationship with our firm. As such, our fee structure is centred around an annual fee which may be supplemented by a performance fee. The annual fee will be agreed with clients in advance each year and is payable in two instalments at the end of June and December respectively. A performance fee is set by mutual agreement after taking account of absolute performance, relative performance, quality of reporting, quality of communication and overall satisfaction with level of service.