Fees

All of our work at City and Trust Finance Limited is fee based.

When we use or refer to hourly rate fees, the current rates used are as follows;

Specialist Independent Financial Advice £250 per hour
Independent Financial Advice £150 per hour
Technical Administration  £ 85 per hour
Administration   £ 45 per hour

   

Please note that VAT will be chargeable where appropriate. 

Please also note that for complex cases where a specialist report is required charges may vary. In such cases the cost will be agreed with you in advance of any work being undertaken.

All our fees can be calculated on a time costed basis on the above rates. Where this is the case such costs can be set against initial and ongoing charges if preferred.

Implementation Costs;

If the agreed strategy involved investing in new financial products or additional investments to existing products then the following standard charges apply;

Pension/Investment related work

 

Examples of the initial charges payable

Our charge is based on the amount to be invested on a sliding scale.

 

Investment

Initial fees

Monetary

£1 - £500,000

3.00%

 

£50,000

3.00%

£1,500

£500,001 - £750,000

2.00%

 

£650,000

2.76%

£18,000

£750,001 - £1,000,000

1.5%

 

£900,000

2.50%

£22,250

£1,000,001 plus

1%

 

£1,500,000

1.92%

£28,750

CITY & TRUST FINANCE LIMITED is authorised and regulated by The Financial Conduct Authority. CITY & TRUST FINANCE LIMITED is entered on the FCA register (www.fsa.gov.uk/register/) under reference 133462.

The Financial Conduct Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.