Fees

You Choose How You Pay

Initial Advice

Initial telephone assessments are both free of charge and without obligation. This will enable us to advise you if we can resolve your problem or not.

If appropriate we will then arrange an initial consultation. This is £190 for an hour. We guarantee to pay your money back if you are not satisfied with the meeting in any way.

This first discussion will take approximately an hour and help establish the basis for an ongoing open relationship.

Ongoing Advice

To enable clients to benefit from ongoing financial guidance we offer Private Client Review Arrangements. It is the ongoing expansion of this aspect of the business that has enabled Trentham Invest Ltd to improve the range of services available.

Fees payable for this service are:

a) Trentham Invest will charge up to 1% of the funds under management.
Total minimum investment – £100,000.

b) If total investments are less than £100,000 an annual fee to be agreed.

Note: any additional services will be priced separately and confirmed in writing in advance of any work being undertaken.