All initial consultations
are both free of charge and without obligation.
However, 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
0.5% of the total amount invested each year, (1.0% for pensions).
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.
