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In addition to a great team of advisers with over 200 years of planning and advice service we offer a discretionary investment management service that creates a seamless transition from your financial plan to the investment management of an efficient portfolio.

Our Fees

Ongoing Service Level & Fee Structure for the Discretionary Investment Management Service
This is supplementary to the Financial Planning Service

Principal & Prosper Discretionary Investment Management Service including:

  • Access to our Discretionary Investment Management Service

  • Risk-Managed Portfolios

  • 24/7 access to detailed information about your investment

  • Information on companies and market indices

  • Reporting and communication: As part of our Discretionary InvestmentManagement Service we will produce semi-annually and quarterly investment reports and Market Commentary reports which will be sent out with your annual review or can be viewed on our website:

  • Access to Investment Managers

Ongoing Service
Included (if appropriate to your personal circumstances)

Costs (payable monthly):
0.15% + Vat: Discretionary Investment Management Service

Example: £500,000 portfolio
Per annum: £900 inc vat
Equates to a monthly charge of: £75 inc vat