Typical Clients and Charges

The majority of our active clients are retired with their capital coming from business/farm sales. The next main group of clients is centred on pension accumulation, often involving commercial property investment via their pension schemes.

We have a client department specialising in largely one-off transactions such as pension annuities, annual ISA investment and financial protection business.

Few clients like hourly rate fees, so the majority of our fees are based upon an agreed percentage of the investment capital, or a ‘project’ based fee. In this way the maximum costs are known at outset.