Fees

We keep our fees as simple as possible. We typically charge an implementation fee of 1.5% of the value of funds invested. This is a one-time fee. For accounts of less than £250,000 or greater than £1m we will provide a bespoke quote based on the complexity of the case.

For ongoing advice and support we charge 0.75% per annum. There will usually be other costs to consider including, platform and investment costs. Should you receive advice from CAPW these will be transparently presented to you in real terms.

Should you wish for further detail please read our terms of service.