Charges
We charge for our services on a fee basis as we believe that this is the only way to offer truly independent advice to our clients. All initial
commissions are rebated to the client. The fees for our core services are:
| clarityADVICE |
Financial planning advice is available on a time cost basis to complete one off projects. |
Based on agreed time-cost |
| clarityONE-TO-ONE |
All Services Above With Annual One to One Advice |
£1,875 |
| clarityONE-TO-ONE+ |
All Services Above With 6 Monthly One to One Advice |
£2,570 |
| clarityPORTFOLIO+ |
Risk profiling and asset allocation benchmarking - Quarterly Service |
0.75% p.a. |
| clarityPORTFOLIO |
Risk profiling and asset allocation benchmarking - Annual Service |
0.5% p.a. |
| clarityINVEST |
Nil Initial Commission Transactions of: Unit Trusts, OEICs, ISA, ISA Transfers & PEP Transfers |
Paid from trail commission or fee option of 0.4% (approx) p.a. |
If any additional work is required that takes us outside the scope of the service descriptions then please note our charge out rates vary between
£130 and £350+VAT per hour. We always, however, estimate additional costs in advance of work being undertaken. We know how clients hate "surprises".
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