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Creating value with a clear fee structure

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The FCA reports an average annual fee of 0.8% for ongoing advice. Our fees are tiered based on your portfolio size

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0.75%
£0 - £500,000
0.60%
£500,000 +

The FCA reports that customers pay an average of 1.9% in annual fees for advice and portfolio charges.

In comparison, our typical charge:
‍
- £250,000 portfolio is 1.60%
- £500,000 portfolio is 1.40%.
- £1,000,000 portfolio is 1.30%

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£500k

Portfolio size

1.4%

Our typical Total Expense Ratio

Our typical TER for a £500,000 moderate risk portfolio is 1.4%.

£33,862

Estimated cost savings compared to industry average over a decade

The FCA states that, on average, customers pay 1.9% in charges annually when considering both advice and portfolio fees.

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TESTIMONIAL

“I was unhappy with the performance and cost of my existing advisor. Matthew produced a report reviewing my current my portfolio, advising an alternative course of action. It cemented my concerns, and I transferred my portfolio to Matthew's management. Performance has been exceptional and a significant reduction in cost.”
4.8 out of % stars on the review site VouchedFor.com
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Secure your financial future

Find out more about our fees

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