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Fee Agreement

Sign your Fee Agreement

Enter the amount to be invested and the fees are worked out for you. Choose how you would like to pay, sign, and you’ll get the Fee Agreement as a single page PDF.

Your fees

Initial advice fee

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1% on the first £500,000, 0.5% on the next £500,000, then 0.25% on the remainder.

Ongoing advice fee, per year

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0.85% of the funds managed each year, minimum £350, maximum £10,000.

How would you like to pay the initial fee?

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Let's have an initial chat ..

Choose the way that suits you best — no pressure, no obligation.  The first conversations are free of charge and carry no obligation.  It is an opportunity to explain your situation, ask questions and decide whether a New View is the right financial planning firm for you

A New View

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Speak to Karen directly on 07713 818749 or send an email to karenhuish@anewviewfp.com.

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