1 Annual Management Fee
5% for 3 Years
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)