Assessment of your financial situation
Approximately, how much money do you want to invest? £120,000
Your total annual ongoing cost would be £2,040 which works out at £170 per month
Fees based on:
0.50%
Ongoing
Advice Fee*
0.40%
Ongoing
Platform Fee
0.77%
Ongoing
Investment Charge**
%
Total
Annual Fee
*Based on our Central Advice Service. Wealth Management Partner fees may vary.
**Typical fee, exact cost will depend on your Portfolio.
What you’ll get for your money.
Your 0.50% Ongoing Advice Fee provides.
*Typical advice fee based on our Central Advice Service. Wealth Management Partner fees might vary.
Development of your personal financial plan
Annual review of your plan
Financial advice whenever you need it
Your 0.40% Ongoing Platform Fee provides.
Safekeeping of your money
24/7 access by app and online
Dedicated customer support
Free top ups and transfers in
Your 0.77%* Ongoing Investment Charge includes.
Your funds’ asset management fees and running costs.
*Typical fee, this equates to all Ongoing Charge Figures levied by the funds within your portfolio so exact cost will depend on your portfolio.
Management of the investment funds
Providing fund administration
Paying all trustee and depository fees
Ensuring accurate fund accounting
Discretionary management at no extra cost.
Independent oversight of your portfolio
Multi-layer diversification
Exposure to world-class asset managers
An active approach to allocating your money
All fees listed on this page relate to ongoing fees. An initial advice fee may apply if dealing with a True Potential Wealth Management Partner and this could be a maximum of 4% of the investment arranged.
Ready to do more with your money?
If you’d like to find out if our service is right for you and how we can help you do more with your money, please get in touch. There’s no obligation and our friendly team will talk you through your options. Alternatively, you can begin your investment journey yourself using the ‘start investing’ button below.
Call us on 0191 625 0350
Start investingBrought to you by True Potential Wealth Management.
True Potential Wealth Management offers restricted financial advice. Our service is specifically designed for clients wishing to access their financial affairs online. With investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest. Tax is subject to an individual’s personal circumstances, and tax rules can change at any time.
True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.uk
Registered in England and Wales as a Limited Liability Partnership No. OC356611.