Make your money do more, for less
When you invest with us, you benefit from our in-house experts making investment decisions for you, but without the high costs usually associated with discretionary managed investments. In other words, you get more, for less.
With investing, your capital is at risk.
How much does it cost?
Our pricing is completely clear and transparent, see how much you’ll pay for a Fully-Managed Investment Portfolio..
How much do you want to invest?
Service Costs: 0.40%.
Product Costs: Typically 0.76%
Meaning a low cost of just…
/ per year
which works out at only...
/ per month
What you get for your money
Whether you invest a hundred pounds or a hundred thousand pounds, our fees can be broken down into two parts:
Service Costs of 0.40% cover:
- Administration of your investments
- 24/7 access to your account
- Custodial services
- Safekeeping of your assets
- Live chat, email and phone support
Typical Product Costs of 0.76% cover:
- Ongoing Charges Figures for all the funds within your Portfolio
- All transaction fees
Along with even more great benefits...
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No setup fees |
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No Transfer fees |
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No Discretionary management fees |
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No Top up fees |
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No withdrawal fees |
Common questions about investing
It takes around 10 working days in most circumstances to sell your investment within an ISA or General Investment Account and transfer the money to your bank account. If you invest in a Personal Pension, you can only withdraw from 55 years old and different timescales apply.
That’s why we ask questions about your investment goal and risk preferences when you open an account with us. In general, the more risk you are willing to take, the better chances you have of getting higher returns from your investment. The reverse is also true, less risk usually means lower returns.
From the moment your money reaches us, you’ll be able to track your investment at any time online as well as through our tablet and mobile apps.
Need to find out more about fees? Read our FAQs
Some important information
With investing, your capital is at risk. The value of your investments will rise and fall at times and you could get back less than you invest.
