ISAs Adult or Junior and ISA Transfer Advice Fees

Fixed fee set up of new adult ISAs, junior ISAs or transfer existing ISA funds to new ISA platforms and providers for lower charges and/or greater fund choice.

When you see this: = guidance notes/videos in the quotation form to help you complete your fee quotation.

Products

 

Stocks and Shares ISA Transfer to New ISA Manager

We will conduct independent, unbiased, in depth research, advice and analysis to review your existing ISA's charges, fund choices and performance.  We will compare our findings to other ISA managers, platforms and self-select/self managed ISAs available in the market and construct an ISA investment transfer portfolio on your given income/growth profile and other requirements.  It will include research and a full written suitability report on suggested investment portfolio.  The fee also includes:

  • Named investment provider recommendations as well as fund sector and specific investment fund recommendations in line with your attitude towards risk
  • Application forms will be handled by us although all investment monies will transferred direct from your existing ISA to your new ISA manager (if a transfer proceeds)
  • We do not handle client investment money and will only accept money payable for our agreed advice fee
  • VAT free as majority of works are for intermediation on regulated products.

Fees are made up of two parts to make up the total fee:

  1. Fixed Fee Element - this is a fixed, flat fee per ISA scheme, whether your ISA is currently worth £20,000, £50,000 or £100,000, the same 'timed work' and analysis is required.  Up to 25% discounts apply when selecting Non Face to Face/Remote services and/or Paid Upfront.
  2. % Risk Fee Element – this is a 'one off' fee based upon the value of the investment.  It is representative of the liability that we take on as advisers and the fees that we pay to insurers, ombudsman levies and regulator levies are based upon the volumes of work that we do.  E.g.  the liability we take on for a £20,000 ISA transfer is much lower than for a £100,000 ISA transfer, hence a proportionate charge for this.
  3. These are 'ONE OFF' fees.  There is NO ONGOING % adviser charge paid to us, unlike many other advisers who take an ongoing % each year meaning more of your investment and growth stays in your fund.

Pricing / Purchase Options

1. Non Face to Face Paid Upfront
25% Discount Part 1 Fee
Part 1 : Fixed Fee Element (Upfront) - £742.50
Part 2 : % Risk Fee Element (Upfront) - 0.75% of Current Value (£) e.g. 50,000
2. Non Face to Face Paid On Completion
15% Discount Part 1 Fee
Part 1 : Fixed Fee Element (Completion) - £841.50
Part 2 : % Risk Fee Element (Completion) - 0.75% of Current Value (£) e.g. 50,000
3. Face to Face Paid Upfront
10% Discount Part 1 Fee
Part 1 : Fixed Fee Element (Upfront) - £891.00
Part 2 : % Risk Fee Element (Upfront) - 0.75% of Current Value (£) e.g. 50,000
4. Face to Face Paid On Completion
Standard Fee
Part 1 : Fixed Fee Element (Completion) - £990.00
Part 2 : % Risk Fee Element (Completion) - 0.75% of Current Value (£) e.g. 50,000
 
 

New Stocks and Shares ISA Monthly Investment

We will conduct independent, unbiased, in depth research, advice and analysis to construct an ISA investment portfolio on your given income/growth profile and other requirements.  It will include research and a full written suitability report on suggested investment portfolio including

  • Named investment provider recommendations as well as fund sector and specific investment fund recommendations in line with your attitude towards risk
  • Application forms will be handled by us although all investment monies will paid direct to the investment company
  • We do not handle client investment money and will only accept money payable for our agreed advice fee
  • VAT free as majority of works are for intermediation on regulated products.

Fees are made up of two parts to make up the total fee:

  1. Fixed Fee Element - this is a fixed, flat fee per ISA scheme, whether you save £100pm, £500pm or £1,500pm to invest, the same 'timed work' and analysis is required.  Up to 25% discounts apply when selecting Non Face to Face/Remote services and/or Paid Upfront.
  2. Risk Fee Element – this is a 'one off' % fee based upon the value of the first monthly investment.  It is representative of the liability that we take on as advisers and the fees that we pay to insurers, ombudsman levies and regulator levies are based upon the volumes of work that we do.  E.g.  the liability we take on for a £100pm investment is much lower than for a £1,500pm investment, hence a proportionate charge for this.
  3. These are 'ONE OFF' fees.  There is NO ONGOING % adviser charge paid to us, unlike many other advisers who take an ongoing % each year meaning more of your investment and growth stays in your fund.

Pricing / Purchase Options

1. Non Face to Face Paid Upfront
25% Discount Part 1 Fee
Part 1 : Fixed Fee Element (Upfront) - £660.00
Part 2 : % Risk Fee Element (Upfront) - 6.00% of 1st monthly ISA payment (£) e.g. 20, 100, 250, 500
2. Non Face to Face Paid On Completion
15% Discount Part 1 Fee
Part 1 : Fixed Fee Element (Completion) - £748.00
Part 2 : % Risk Fee Element (Completion) - 6.00% of 1st monthly ISA payment (£) e.g. 20, 100, 250, 500
3. Face to Face Paid Upfront
10% Discount Part 1 Fee
Part 1 : Fixed Fee Element (Upfront) - £792.00
Part 2 : % Risk Fee Element (Upfront) - 6.00% of 1st monthly ISA payment (£) e.g. 20, 100, 250, 500
4. Face to Face Paid On Completion
Standard Fee
Part 1 : Fixed Fee Element (Completion) - £880.00
Part 2 : % Risk Fee Element (Completion) - 6.00% of 1st monthly ISA payment (£) e.g. 20, 100, 250, 500
 
 

New Stocks and Shares ISA Lump Sum Investment

We will conduct independent, unbiased, in depth research, advice and analysis to construct an ISA investment portfolio on your given income/growth profile and other requirements.  It will include research and a full written suitability report on suggested investment portfolio including

  • Named investment provider recommendations as well as fund sector and specific investment fund recommendations in line with your attitude towards risk
  • Application forms will be handled by us although all investment monies will paid direct to the investment company
  • We do not handle client investment money and will only accept money payable for our agreed advice fee
  • VAT free as majority of works are for intermediation on regulated products.

Fees are made up of two parts to make up the total fee:

  1. Fixed Fee Element - this is a fixed, flat fee per ISA scheme, whether you have £10,000, £15,000 or £20,000 to invest, the same 'timed work' and analysis is required.  Up to 25% discounts apply when selecting Non Face to Face/Remote services and/or Paid Upfront.
  2. % Risk Fee Element – this is a 'one off' fee based upon the value of the investment.  It is representative of the liability that we take on as advisers and the fees that we pay to insurers, ombudsman levies and regulator levies are based upon the volumes of work that we do.  E.g.  the liability we take on for a £5,000 investment is much lower than for a £20,000 investment, hence a proportionate charge for this.
  3. These are 'ONE OFF' fees.  There is NO ONGOING % adviser charge paid to us, unlike many other advisers who take an ongoing % each year meaning more of your investment and growth stays in your fund.

Pricing / Purchase Options

1. Non Face to Face Paid Upfront
25% Discount Part 1 Fee
Part 1 : Fixed Fee Element (Upfront) - £660.00
Part 2 : % Risk Fee Element (Upfront) - 0.50% of Lump sum amount to be invested (£) e.g. 20,000
2. Non Face to Face Paid On Completion
15% Discount Part 1 Fee
Part 1 : Fixed Fee Element (Completion) - £748.00
Part 2 : % Risk Fee Element (Completion) - 0.50% of Lump sum amount to be invested (£) e.g. 20,000
3. Face to Face Paid Upfront
10% Discount Part 1 Fee
Part 1 : Fixed Fee Element (Upfront) - £792.00
Part 2 : % Risk Fee Element (Upfront) - 0.50% of Lump sum amount to be invested (£) e.g. 20,000
4. Face to Face Paid On Completion
Standard Fee
Part 1 : Fixed Fee Element (Completion) - £880.00
Part 2 : % Risk Fee Element (Completion) - 0.50% of Lump sum amount to be invested (£) e.g. 20,000
 

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