At Morton Fraser we have highlighted clarity as our guiding principle.
This directs the way we communicate, the way we advise, the way we conduct relationships with our clients and the way we are totally transparent and upfront about our charges. This applies to all our services from the straightforward to the more complex.
We work with clients who are trying to grow their investments. There might be short or medium term objectives for maximising capital, or this might be part of longer term planning to achieve financial security into retirement.
In our experience investors often don't understand investment risk. We will spend time with you so that we understand your goals and we are clear on how you feel about risk. This ensures we can confidently structure your investments so that you take the minimum risk necessary to achieve your objectives.
Our approach to fees
We want to provide our clients with fixed fees. That can be quite difficult to do unless we properly understand your individual circumstances, and what we need to do for you. We don't want to compromise the work we do for you or the service we deliver, by offering a headline grabbing fee quote, which we don't then deliver on.
Our approach to feeing is therefore to meet with you, and to establish your objectives. The cost of this meeting, which will include a review of your assets and your tax situation, will be £250 + VAT. The cost of this meeting will be deducted from any fee for work which follows.
At this meeting, we will provide you with an estimated fee for carrying out the work, and we will not go ahead with that work unless you have approved that fee quote.
Benefits we bring
As independent advisers, our investment approach involves a range of solutions which enable you to access the markets cost effectively, and with confidence that we are regularly reviewing the suitability and the consistency of the providers we use.
We will make sure that your investments are structured tax efficiently and will review your portfolio regularly to control risk and to make sure that you are on track to meet your financial goals.
As part of a team of lawyers, financial advisers and tax specialists, we can provide all the advice which you will need without having to look elsewhere.
You may have some questions or need some clarity about your situation. Our team are on hand to help, so get in touch with one of our experts.