£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.
“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.”
