our Fees

Specialist Independent Financial Advice

£250 per hour

Technical Administration

£85 per hour

Independent Financial Advice

£150 per hour

Administration

£45 per hour

Please note that VAT will be chargeable where appropriate.

Please also note that for complex cases where a specialist report is required charges may vary. In such cases the cost will be agreed with you in advance of any work being undertaken.

All our fees can be calculated on a time costed basis on the above rates. Where this is the case such costs can be set against initial and ongoing charges if preferred.

Implementation Costs

Pension/Investment related work

Our charge is based on the amount to be invested on a sliding scale.

£1 – £500,000 3.00%

£500,001 – £750,000 2.00%

£750,001 – £1,000,000 1.50%

£1,000,001 + 1%

Examples of the initial charges payable

Our charge is based on the amount to be invested on a sliding scale.

Investment – Initial fees – Monetary

£650,000 – 2.76% – £18,000

£900,000 – 2.50% – £22,250

£1,500,000 – 1.92% – £28,750

CITY & TRUST FINANCE LIMITED is authorised and regulated by The Financial Conduct Authority. CITY & TRUST FINANCE LIMITED is entered on the FCA register (www.fsa.gov.uk/register/) under reference 133462.

The Financial Conduct Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.