Like other professionals, we are remunerated by charging fees. Specific fee levels are determined based on the amount of work involved, which will depend on the complexity of your case.

Our charging structure is clear and totally transparent. You will be advised of any charges before we commence work, these will be discussed and agreed with you. Any product-based commission will be rebated to your account.

Your fees can be settled in person (via cheque or BACS), taken from your investments (with prior agreement), or a combination of both.

The first step in our process is to host an initial meeting to understand, in broad terms, your objectives and to agree if there is a fit between your needs and the services we provide. This meeting usually lasts for around one hour, the cost of which is met by Fortitude.

If you elect to proceed we charge fees for preparing your Financial Plan, implementing our recommendations and annual servicing, as outlined in the table below.

To find out more about our range of advice services, please get in touch.