Charges

OUR CLEAR, COMPETITIVE PLATFORM CHARGING
OUR PLATFORM CHARGESOTHER CHARGESWHAT WE DON’T CHARGE FOR
Up to £1 million0.22%

£1 million +0.00%
  • In-specie transfers on or off platform
    • £1 per line of stock
  • ETF & Shares trades
    • 0.04% of amount traded (min £4)
  • Initial set up fees
  • Administration Fees
  • Charges for cash withdrawals
  • Fund Switching fees
  • Portfolio Switching fees
  • Cash transfer on or off fees
  • SIPP Set up fees
  • SIPP annual fees
  • Drawdown Set up fees
  • Drawdown annual fees
  • Valuations or statements
*Your Total Portfolio Value – your assets across all accounts that we manage for you
^ Fees are taken monthly in arrears and calculated based on your daily portfolio valuations.
For any further information or questions regarding our Platform Charging Schedule, please contact your Financial Adviser.