St James’s Place is a name that comes up a lot in my conversations with friends, but I’ve heard that their fees are high. What’s your assessment of them?

SJP certainly is popular and is said to account for over a tenth of UK adviser sales at present. Due to the way it has […]

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I’m reading a lot about new regulations making wealth management charges clearer. What does this mean for me?

We only ever work with wealth managers which are committed to transparent, better-value fees, and generally the industry has been working hard to become much […]

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I’m confused about wealth managers’ fees. How do I know for sure what I’m paying and why?

You are certainly right to want to get a firm handle on all the fees and charges that might apply. Understanding them is an essential […]

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