Fees

We are proud to offer a simple, transparent and fair fee structure which is in two parts

1 Annual Management Fee

Year 1 = 2% of the Portfolio Size, minimum £2,000

Year 2+ = 1%

The annual management fee covers the following:

  • Day to day management of the account
  • Daily Research, market news, analysis
  • Unlimited trade recommendations in line with your objectives
  • Unlimited dividend strategies and income advice
  • Hedging and Portfolio protection advice
  • Unlimited telephone support with our administration team
  • 24 Hour online access to your platform (view-only and dealing)
  • Unlimited telephone consultations with FCA approved advisors
  • Unlimited portfolio review calls (each priced at £250 for non-clients)
  • Tax Information on stock ISA, SIPP and Company Accounts
  • Ad-hoc Portfolio Reviews and Reconstruction Reports
  • Portfolio Reports and Analysis and Market Developments
  • Exclusive access to Webinars, Book Launch events and Seminars
  • Face-to-face meetings with your advisors at our City offices
  • Statements and Valuations
  • Contract Notes and Trade Emails
  • Profit and Loss Calculations
  • End of year Tax Reports for your accountant

2 Transactional Fee

This is a fee whenever you trade.

For execution only trades the cost is £15 (online) and £25 (over the telephone).

For advisory and discretionary trades, the cost is 1% of the deal size (minimum £100)

PLAN A

PLAN A = Execution only

  • You do the research
  • You decide on your own buy/sell recommendations
  • You make the final decision

PLAN B

PLAN B = Advisory

  • We do the research
  • We give you our buy/sell recommendations
  • You make the final decision

PLAN C

PLAN C = Fully Managed

  • We do the research
  • We give you our buy/sell recommendations
  • We make the final decision

Annual Management Fees

 
Annual Management
Inactivity Fees
 
2% (min. £2000)
0.25% per quarter (< 3 trades)

Transactional Fees

 
Execution Only
Advisory
Discretionary
Online
£15 (Unlimited)
1% (min. £100)
1% (min. £100)
Telephone
£25 (Unlimited)
1% (min. £100)
-

Account Fees

Nominee & ISA
Corporate Account
SIPP
FREE
FREE
FREE

Administration Fees

Share Certificates
Transfer Out per stock
ISA Account Closure
Nominee Account Closure
BACS Payment Out
£22
£12
£50
FREE
FREE

Additional Services

Statements
Valuations
End of Year Tax Calculations
Dividend Reinvestment
BACS Payment Out
Online Platform Access
FREE
FREE
FREE
FREE
FREE
FREE

Research & Analysis

Research Reports
Trading Recommendations
Investment Strategy Report
Dividend & CGT Calculations
FREE
FREE
FREE
FREE

Many investors pay more than they need to their advisors.

To find out if your current fee structure is fair click the link and take this short survey.

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