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Don’t let exit fee fears
hold you back

Press coverage may have created the impression that exit fees are the norm in the wealth management sector, but nothing could be further from the case, so don’t let misplaced fears hold you back from starting or upgrading an advisory relationship.

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Wealth Management, Wealth Management Cost, Wealth Management Fees, Wealth Manager

10 hidden management
fees you haven’t
heard of (Probably)

There is a perception, perhaps unjust, that the industry is opaque and expensive. As a result, wealth managers are preparing for the Financial Conduct Authority’s study into the fees levied on investors by the asset management industry, due to start in early 2016. However, Lee Goggin, co-founder of, refutes that notion saying: “Improved fee transparency […]

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