OUR CHARGES
We are totally focussed on ensuring your investments achieve the best possible long-term returns. To reflect we are on the same journey as you, our fees are linked to the value of your investments, so we will do everything we can, to grow your wealth.
We are not happy with underperforming funds that impact our clients’ portfolios, we want to see our decisions paying dividends, because as our client’s investments rise so does our profitability as a company. This is why we have made a commitment to provide proactive investment advice, offering the best possible outcome for clients.
OUR CHARGES ARE VERY SIMPLE TO UNDERSTAND
We charge a small percentage fee based upon the value of your investments, but to ensure we treat customers fairly, we reduce this fee on a tiered basis the more money we manage for you.
We will not:
Charge large initial upfront fees based upon percentages.
Charge anything to make fund switches.
Charge any ad-hoc fees for reviewing clients’ portfolios.
We endeavour to keep client charges to a minimum, that includes all other costs you might incur, such as platform or fund fees. Minimising the impact fees can have, while offsetting the potential benefits our management offers again goes towards our aim of maximising clients returns.
If you have new capital to invest and are looking for recommendations how to go about this, then we again have a simple fixed fee, based directly upon your circumstances and the time required to outline detailed recommendations to you, which is capped. This ensures clients with larger sums to invest have low initial costs, when using our services.
We will also ensure you don’t receive advice from a paraplanner, but instead, the expertise of a Director with over three decades experience in Investment and financial planning.
SO WHY USE US?
The erosive impact charges have upon investments shouldn’t be underestimated, which is why it’s critical to ensure if you are paying fees for advice, you deserve the best possible outcomes. Our proactive investment process sets us apart from other advisers. The service we offer is unique and the performance we achieve for our clients clearly outlines our commitment to maximise returns.
If you incur high initial and ongoing fees in conjunction with poor investment returns, then the compounded effect will be substantial. Whereas lower fees combined with the potential for improved proactive performance gives you every possibility of achieving your objectives.
SO WHAT NEXT?
Your circumstances will be unique, so it can be extremely helpful to have a brief chat to quickly identify the service we provide, our exact charges and the true value we can offer you.
SCHEDULE A CONVERSATION WITH CHRIS DOWNING NOW
Appointment scheduling through Calendy scheduling
Free initial Zoom meeting: 30 minutes
Free initial Phone call: 30 minutes