What will it Cost? Our Charges

Our pricing.

Spotlight

Streamlined Advice Service

INITIAL FEES

CHARGES
  • Simplified and streamlined advice service

  • Supported online and via telephone

  • For investing sums up to £100,000

  • Covers life assurance and critical illness advice

  • No implemention fee

  • Financial planning report fee

  • Cash flow planning report fee (not required)
    		•  Financial Planning Report 0.50% subject to a minimum £250
    Cash Flow Planning £150.00
    Implementation Fee 0.50% or a minimum 150 GBP
    Insurance Advice Product/Provider specific
    Ongoing Fees: Charges
    Continuing Support and advice in respect of the portfolios
    Platform Custody charge:    		 0.50%
    Platform Custody charge: 0.30%

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    Integrated Wealth Management

    INITIAL FEES

    CHARGES
  • Full service wealth management proposition

  • Includes financial planning, retirement and investment planning

  • Regular face to face meetings with your Adviser

  • Financial planning newsletters, monthly factsheets and dedicated online client portal with valuations, commentary and ‘filing cabinet’.

  • Service includes both financial and wealth management service, including access to a range of portfolio management approaches

  • Holistic, integrated approach with one ‘all in’ ongoing fee
    		•  Initial Meeting Free of charge
    Financial Planning Report Min £795
    Financial Planning Report & Tax Advice Min £1590
    Cash Flow Planning £350
    Implementation Fee: as percentage charge OR 1-1.15% (subject to a minimum £2500 although financial plan/cash flow report charges are offset against this fee).
    Ongoing Fees: Charges
    Continuing Support and advice in respect of investments and wealth planning: 0.30% - 1.15%
    Platform Custody Charge 0.30%

    Call Us

    You’re always welcome.

    Visit Us
    Building 2, Ground Floor,
    Guildford Business Park,
    Guildford, GU2 8XG
    United Kingdom
    Call Us
    +44 (014) 8391 7644
    Mail Us
    privateclients@ariacm.com

    get in touch


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    ARIA PRIVATE CLIENTS and ARIA ARE THE TRADING NAMES OF ABSOLUTE RETURN INVESTMENT ADVISERS (ARIA) LIMITED. OFFICE: BUILDING 2, GROUND FLOOR, GUILDFORD BUSINESS PARK, GUILDFORD, GU2 8XG. ABSOLUTE RETURN INVESTMENT ADVISERS (ARIA) LTD IS AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY. We participate in the FSCS. You may be entitled to compensation from the FSCS if we cannot meet our obligations.