Fees & Charges


Financial Surgery Sessions
Description Charge
Financial Surgery Session (30 minutes) £40 per session
 

Online Money Management
Description Charge
Monthly Subscription £3.99 per month
 

Easy Viewer Portfolio
Description Charge
Investor Profile Annual Admin Charge This service is free for you to use.

We don't think it is fair for your product provider to charge you excessive annual management fees for very little, if any, ongoing service.

So we charge them a fee for providing you a service instead. They pay for this out of the normal annual management fee they are already charging you on your investments.

You should note that your product provider will charge you the same fee whether or not you use this service.
 

Instant Funds Portfolio
Description Charge
Investor Profile Initial Charge No charge.
Investor Profile Fund Switch Charge No charge.
Investor Profile Annual Charge No charge is made to you directly. Instead we charge the fund manager up to 0.5% from the annual management charge that they already earn and use this to provide you with a better service at no extra cost to you.
Fund Charges These are fund specific. Please click here for further details by selecting your chosen account and the individual fund.
 

Free Range Portfolio
Description Charge
Investor Profile Initial Charge No charge.
Investor Profile Fund Switch Charge No charge.
Investor Profile Annual Charge 0.17% pa £300,000+
0.27% pa £180,000 - £300,000
 0.37% pa £60,000 - 180,000
 0.47% pa £0 - £60,000

Investor Profile rebates 100% of all commissions (initial and annual), normally paid by the fund manager, back in to your investment. It is expected that these rebates will more than offset any of the above fees.
Investor Profile Discounts Individual accounts can be linked e.g. for partners and children, to increase the value of the overall portfolio to qualify for discounts as detailed above. Please click here for more.
Transact Charges Please click here for details.
Transact Discounts Transact also operates its own discount scheme for larger portfolio sizes. Please click here for more.
Fund Charges Investor Profile rebates 100% of any initial or annual fund charges that might be made by your fund provider. These will be paid back in to your account.