Bespoke services

We offer a bespoke service tailored to the saver’s individual circumstances. Our primary focus is to educate our clients on the huge drag that mainstream asset management products create and encourage them to own low-cost exchange traded funds in their own name in their own brokerage account. Not only is this cost effective but it also prevents asset managers dipping in and helping themselves to fees directly from saver’s money. This is a much better position to be in rather than trying to recover excessive management fees year after the event. Our fees are based on the performance improvements that client’s can achieve by managing their own funds with our assistance, we do not charge entry costs or high management fees. Our interests are fully aligned with those of our clients.