First Meeting

We never charge for a first meeting. The purpose of this meeting is for to decide whether or not we are able to offer you the service that you require. Once you are confident that we are right for you the process is then formalised and our fees are agreed with you.

Financial Plan

We charge a fixed fee for preparing your financial plan from €1,000. VAT may be added to this and we will explain this to you where appropriate.

Implementation

Where your plan involves buying financial products we charge a fee of between 1% and 3% of the value of the funds invested. If we receive commission this is used to meet our fees.

Annual Review

Our fees are 0.50% of investable assets. However, we also offer a fixed flat fee arrangement subject to a minimum of €100 per month. We do not impose a minimum portfolio size but our service is best suited to those with investable assets (e.g. savings, pensions, lump sum investments etc) of €100,000 or more and/or household incomes of at least €50,000 p.a.

Ad-Hoc Services

We offer other one-off services such as arranging a Mortgage Protection Policy or Life Cover and the fee associated with such services will depend on the product or service required;

Referrals

Referrals from clients to friends and colleagues that they believe would benefit from our service. This reduces time spent on marketing that is used to add client value.