At Fairstone we believe in ensuring our clients have access to the best advice at the highest value. As a result, compared to the market leader, both our initial and ongoing fees are typically 65% lower cost.

In addition, we are fully independent, we offer whole of market choice, access to Chartered advisers and we never charge any exit fees.

The below example is based on an initial investment of £400,000. Actual fees will vary depending on the complexity of the case and the amount of work involved, but are capped at a maximum of 4%.

 

 

Market Leader

Typical initial fees

(financial advisory + investment management)

5%1.75%

Typical annual management fees

(financial advisory + investment management)

2%1.10%

Exit charges

Year 1

6%0

Year 2

5%0

Year 3

4%0

Year 4

3%0

Year 5

2%0

Year 6

1%0