Our Fees

Simple and transparent fees

At Eastcote Wealth Management, we like to see financial success as a long-term plan. Our simple fee structures reflect the hard work and expertise of our wealth managers in constructing a lasting solution to meet your specific needs.

We also believe in being completely open and transparent about our fees with our clients. Eastcote will not proceed with any investments for you until we have explained and agreed our fees, in advance, and how you can pay them.

Typically, our fees will be a percentage of the amount you invest through Eastcote Wealth Management. The initial fee for a new lump sum investment or pension will typically be charged at 3% of the first £100,000 invested with a reducing scale for higher amounts.

For example, if the investment is £500,000, we would charge you 3% of the first £100,000, 2% on the next £150,000 and 1% on the balance so the initial fee would be £8,500.

A long-term plan and regular reviews are a central part of achieving your financial goal. Eastcote offer a range of ongoing service packages to help you reach these goals. Depending on the package you choose, this would be 0.5% or 0.9% of the value of your portfolio per year.

For example: if your investment is worth £250,000 and we charge you 0.9% p.a., your adviser charge would be £2,250.

Larger portfolios also benefit from a lower charge rate: 0.5% p.a. on the value of your investments between £1M & £3M and 0.25% for the value over £3M.

So, you’ll understand the fees before you enter into any agreement, allowing you to make an informed decision on whether it’s right for you.

Full details of our fees can be found here.

Service Options

  • PremierOur top level service for wealthy clients with complex financial circumstances. These might include business ownership, family wealth & estate planning, tax-efficient investments and intricate pension planning.
  • CoreA high quality, personal service for affluent clients with regular review meetings covering all aspects of wealth management.
  • LightThe starting point in financial planning for clients with more straightforward investment, pension and protection needs.

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