We are excited to announce our proposed acquisition of interactive investor, the leading UK subscription-based investing platform. Together we can help you be better investors and have financially secure futures in a way that works for you. From self-directed investing through to high-touch financial planning and wealth management, we will be there for you.
We’ll always be completely open and clear about what you’ll pay. Your first call and initial adviser consultation are always free.
What you pay is based on the unique mix of services you need. And you won’t pay anything until you’ve seen and agreed the fee for the services you want.
Commonly clients pay in the region of a 1-1.5% one-off fee and a 0.69% ongoing charge for the assets we’re managing for them. For focused retirement advice, this can be just a £499 one-off fee and a 0.4% ongoing charge for the assets we’re managing.