We believe in providing low cost wealth management where the costs of investing are reduced as far as possible while still maintaining high quality.
Economists believe, although of course they could be wrong, that returns will remain relatively low for the foreseeable future. That’s because of the low interest rate and low inflation environment we find ourselves in.
If that is the case then it makes sense to keep costs as low as possible. That is why we believe in low cost wealth management where we try to keep things simple for you, and in turn keep our own charges low.
Essentially there are three main ongoing costs to wealth management, the financial adviser’s wealth management fee for providing ongoing investment planning, financial planning, tax planning and retirement planning advice, the platform fee where your assets are invested, and the fund management fee of the funds you are invested in.
If we can keep each of these three charges low whilst maintaining the highest of quality then you’ve got a better chance of achieving your goals.
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