Fiduciary Partners is a fee-based firm, with clear and transparent charges. Although you should refer to our Client Agreement for full details (you can download this here) we have summarised the way we ask you to pay for services, below:

• Strategy and implementation fee

The first part of our process is finding out about you, including the use of the Prestwood system, formulating recommendations and writing these up in a Strategy Report. We charge a flat fee for this depending on the complexity of your situation, the amount of research and analysis likely, and other factors. We do not charge by the hour as we find our clients prefer the certainty of a fixed fee. Once we have formulated the recommendations, you have reviewed them and decided which ones to action, if any, we move to implementing them.

• Maintenance or retainer fee

For clients who hold investment portfolios with us we generally charge a percentage based fee which cover the costs of ongoing reviews, meetings and looking after your portfolios. These fees are drawn directy from your portfolio and no commissions are received from investment providers or other third parties involved with it.

Clients without investment portfolios who wish to access ongoing advice are able to pay a monthly retainer fee, the amount set to reflect the likely time required during a typical year. We'll let you know if VAT is chargeable or not.