For both personal and corporate needs, whether you need to save up for an extravagant purchase, invest in new assets for your company or plan for an early retirement, you’ll discover that your financial adviser will work intimately with you on finding a solution suitable to your circumstances and future prospects.

Regardless of the particular type of financial advice you may require, our financial advisers aim to minimise risk in all recommendations through an extensive assessment of your financial circumstances weighed against market prospects and industry best practices.

Like all professional advisers, we charge a fee for our service. The exact amount depends on the complexity of your circumstances and objectives. Also, our fees take into account any regulatory responsibility that may be associated with the advice we provide.

For investments, you and your financial adviser will agree upon a fee that you can pay directly to us or that the investment provider can deduct from your investment. For insurance and mortgages, you can pay by a commission or a fee. Your adviser will discuss and conclude fees and payment options with you in advance before carrying out any work on your behalf.

For more information, please refer to the Trust & Foundations FAQ & Guides below.