Investment Management, Reviews, Forecasting, Reporting, Administration, Research.


We charge 0.5% per year of the fund value.

Where no ongoing service is required at outset the initial fee is increased by 1.5%, if an ongoing service is requested at the outset and cancelled within 3 years the balance outstanding of the initial fee that would have been charged will become payable. You may if you wish to leave the funds under Veracity Financial Planning Service Agency but we reserve the right to charge an admin fee for which we will charge you a fee of 0.25%/yr of the fund value to cover our ongoing online service, regulatory, insurance and administration costs.

Examples of ongoing fee in cash terms

Example 1:
if your investments are valued at £50,000 one year of ongoing service and reporting would cost £250. This amount will increase if the fund value increases and will reduce if the fund value reduces.

Example 2: if your investments are valued at £150,000 one year of ongoing service and reporting would cost £750. This amount will increase if the fund value increases and will reduce if the fund value reduces.

Example 3: if your investments are valued at £900,000 one year of ongoing service would cost £4,500 This amount will increase if the fund value increases and will reduce if the fund value reduces.

If your fund increases the ongoing charge will increase; If your fund decreases the ongoing charge will decrease.

Our Independent Financial Advisers are always happy to meet at our clients' preferred location and time and to have detailed initial discussions with no obligation.

Please contact us by calling 01949 836173 or email us on This email address is being protected from spambots. You need JavaScript enabled to view it.