The following are our set levels of service which can be varied to fit a client's circumstance and requirements accordingly.


In addition, the each level of service all our clients are offered our Standard Service which Includes:

  • Client meetings on change of personal circumstances at clients’ preferred location.
  • Access to advice by phone at all times.
  • 24/7 online access to live valuations.

Level 1 (Funds of £0 – £100,000/Annual written review/24 month client review on request)

The fee for this service is a 0.5% of the value of the relevant investments each year.

Level 2 (Funds of £100.001 to £250,000/Annual written review/12 month client review on request)
The fee for this service is 0.5% of the value of the relevant investments each year,

Level 3 (Funds of £250,000 plus/half yearly written review/ 6-month client review on request) (Includes drawdown contracts where income is being taken under 250k)
The fee for this service is 0.5% of the value of the relevant investments each year.

Level 4:  Overview Monitoring Advice Service of Discretionary Fund Manager (DFM) £1,500/yr per annum

  • Advice on risk instruction to the discretionary fund manager.
  • Monitoring of DFM fund switching levels and DFM switching charges & overall total charges applied by DFM.
  • Calculation and arranging of appropriate levels of income.
  • Overview of non-DFM investments.
  • DFM responsible for investment advice & decisions in regard to the holdings within an investment portfolio.

Level 5:  Transactional Service only with no ongoing advice

  • Initial Fee – Minimum Fee £5,000
  • Review, Recommendation, implementation - this service does not involve any on-going advice; a regulation fee of 0.25% of the fund value per year will apply; additional charges will apply for review meetings, plan administration and fund switch fees.


Level 6: - Full Investment Advice (No monies invested or managed by Veracity.

  • £150 to £250/Mth depending on the complexity involved
(There may be an initial fee also)

Level 7: -  Auto-enrolment/Group Personal Pension

  • £995 for a simple/compliant auto-enrolment pension plus £100 per month ongoing advice charge.


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.