For retained advisory clients, we offer non-standard PRSAs, to allow maximum fund choice, aligned to individual investment risk profiles. We work with 6 different PRSA providers and have access to 24 separate fund managers.
For initial consultation and set-up, together with long-term support and advice, our charge is always just 0.25% PA, with 100% investment allocation.
For execution only clients we offer we also offer Non-Standard PRSAs to grant maximum fund choice. Here we charge a once-off fee, as we limit the AMC and take nil commission.