Some information about VCT's/EIS's (Investing for Income/CGT Tax Relief) & BPR (Investing for IHT Relief) Products.

  • 1.5% of investment amount with No Cap
  • Minimum Fee £350
  • Minimum Investment £5,000 – Maximum investment £200,000

Examples of initial fee in cash terms

Example 1:
 if we arrange an investment on your behalf for £10,000 our implementation fee would be £350.

Example 2: if we arrange investments on your behalf totalling £150,000 our implementation fee would be £2,250. As this exceeds the ‘minimum fee’ no other charges would be applied.


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.