Our Professional Fees

We work on a fee basis

Our professional management fees are based on the market value of your portfolio. Fees for taxation, business planning and other requests are individually quoted.

All consultation and services offered to clients will be fee-based and costs will be explained, at every stage in full. Any fees relating to investment management will be based upon a percentage of the assets we manage and will be reduced as the size of the portfolio increases.

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Bluestone Asset Management Limited is authorised and regulated by the Financial Services Authority. Bluestone Asset Management Limited is entered on the FSA register (www.fsa.gov.uk/register/) under reference 232198. The FSA regulate advice which we provide on Investment and Insurance business, however they do not regulate advice which we provide purely in respect of taxation matters. Registered Office: Bluestone Asset Management Limited, is registered in England and Wales at 1st Floor, Windsor House,1270 London Road, Norbury, London, SW16 4DH under Company registration number 5012337