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How we earn our fee

A transparent and flexible fee structure

Ongoing financial support

We have developed excellent relationships with our clients by getting to know them and their financial objectives over time and ensuring that their investments support these. Whilst we will gladly provide expert financial advice for one-off transactions, we prefer to work with you on an ongoing basis to help you get the most out of your finances. Our annual review service for investments and pensions includes:

  • A full valuation of your investment portfolio
  • A review of asset allocation and fund selection
  • Implementation of any agreed changes (e.g. fund switches)
  • Tax planning
  • Access to our client team for ad-hoc queries
  • Liaison with accountants and solicitors, as required
  • Maintenance of your financial records

Our fees and ongoing services will be discussed and agreed with you prior to any work being undertaken.

Naturally, one of the first questions we get asked is ‘how much will it cost?’

At George Square Financial Management we aim to be as transparent as possible when it comes to how we earn our fee to ensure there are no ‘hidden’ charges or nasty surprises for using our services. And we will always discuss and agree our fees with you before any work starts.

Following our initial discussion (for which there is no charge), our fees for financial advice and implementation are up to 3% of the amount invested, depending on the time and level of responsibility involved. We offer a variety of payment options so that you can choose the method that best suits you, although usually our fees are deducted from the investment to avoid any upfront costs.

Below is a copy of our client agreement, which provides more detailed information about how we work and our fees.

Client Agreement

Download PDF

Get in touch

For a FREE initial consultation with one of our friendly financial advisers, call the George Square Financial Management team on 0115 947 5545.

Past performance is not a guide to, nor does it guarantee, future performance. You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested. The Financial Conduct Authority does not regulate tax advice or trusts.

Get in touch

For further information on how George Square Financial Management can help you protect and build on your finances, please complete the enquiry form below.

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