Our Services and Costs

City House Investors are an investment management and financial planning business, focused on helping you understand and plan for your financial future. We like to keep this “clear and simple” .. we call this the ‘Yorkshire way’. Here are the services that we offer and how we charge for them.

Initial Financial Planning
No fee for initial financial planning
£000
We currently offer our initial financial planning service free of charge

  • Initial discussion to find out more about you
  • Establishing your financial goals/objectives
  • Review of your existing plans/policies
  • Research to identify appropriate solutions

Investment Management
Annual charge for running your portfolio
0.5 % Annum
Simple annual transparent fee as a percentage of your portfolio.

  • Quarterly review and adjustments
  • No set up, exit fees or commission
  • No adviser meeting required
  • Managed portfolio within your current Wrap

Ongoing Financial Planning
Annual charge for ongoing financial planning
0.5 % Annum
Simple annual transparent fee as a percentage of your portfolio.

  • Annual review of financial goals
  • Report detailing any changes
  • Implementation of any agreed changes
  • 24/7 online access to all assets and policies