- Our proprietary investment process has proved itself through many years of volatile market conditions
- Our DFM Charge is set as a “Fee Only” option at just 0.25% per annum plus VAT. We apply no other charges.
- We can offer a totally unrestricted platform solution including comprehensive client reports, online access for valuations and safe custody from a highly reputable institution. Our platform is charged at just 0.25% per annum capped at the first £1 Million for individual and family accounts. Which means that the most a client will pay is capped at £2,500 per annum.
- With many DFM providers charging more than 1% per annum (Source: Wealth Manager Issue 454 Sept. 2018) we believe our combined charges, which at most would be 0.55% per annum inc. VAT, are extremely competitive in current market conditions.
Contact us now and discover how our services can augment and strengthen your existing proposition.