Fees
Fees & engagements
Transparent starting points for equity screening and watchlist work. Final fees depend on list size and depth.
Pricing reflects desk time: reading filings, building the screening frame, and writing a note you can act on. Figures below are starting points for standard UK and developed-market equities. Larger universes, complex holding companies, or multi-currency books are quoted individually.
Starting fees
| Engagement | Starting fee | Typical list size |
|---|---|---|
| Equity screening review | £1,850 | Up to 40 names |
| Watchlist assessment | £1,150 | Up to 25 names |
| Concentration review | £1,450 | Held equity book |
A short introductory call to confirm fit is complimentary and does not create an obligation.
What moves the fee
- Universe size — each additional block of names beyond the standard band
- Document depth — private companies, thinly covered mid-caps, or dual-listed structures
- Turnaround — accelerated delivery inside three working days, when diary allows
- Follow-on sessions — extra discussion calls after the written note is delivered
What you are paying for
You are commissioning analytical commentary and a written classification, not trade execution, custody, or ongoing portfolio management. Fees are quoted before work begins and confirmed in writing.
How to proceed
Send a brief via contact with list size and the decision you need to support. We return a confirmed fee and timeline, usually within one business day.