Costs & charges
Our costs & charges are low so that you can help tomorrow's wealth management clients unlock financial security today.
Affordable fees for your clients
Reduce the cost of providing high quality, personalised financial advice
We want to help UK financial advisers make high-quality, tailored and low cost financial advice a reality for everyone. We keep our platform and investment management fees low so the overall fees for clients are lower too. Not only this, but advisory fees may be lower as well due to the efficiency introduced by the system to the adviser flow - a double win for your clients!
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Platform services
Simple all-in fee for 24/7 access to Financial Advice facilitation, Custody and Execution services 0.25% per year
Investment management
Variety of investment options to match clients risk profiles and preferences, run by experienced investment managers From 0.15% per year
Advisory services
Advisers can fully customise their services with different frequency of reviews for their clients, different levels of fees and investment implementation ADVISER FEES
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Working together to make financial advice available to all
Our online platform will provide you with all the tools you need in one place, and support the advice process from start to finish, so you can apply your expertise more efficiently and effectively. Let us show you how...
