My approach to fees
The fee for your service will depend on the complexity of your case and the time needed to build your financial plan. I aim to be flexible in my fee structuring to suit assorted needs and circumstances. However, you can always guarantee that I will provide:
- Full transparency on all charges
- All relevant information for a solution, for example, Key Investor Information Documents (KIID), T&Cs, and product guides.
- A clear breakdown of costs and value delivered.
Transparency builds long-term trust
I seek to work alongside my clients for years – possibly decades into the future. Our relationship should be one built on mutual trust, shared values, and easily-identifiable results.
Full disclosure of all fees & charges
At Infinity we always give a full breakdown of fees, including those of investment fund managers and platform custody. The motivation is simple: No-one likes hidden fees and charges, so we ensure there are no surprises.
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