Fees

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

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)

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.

Am I paying too much?