Minimum investment amount
Our advice service could help you if you have £10,000* or more to invest. We’ve set this figure as a minimum, as it's important the advice we provide costs less than the benefit it delivers.
* Each lump sum invested must be a minimum of £2,500 and, for most products any regular investments must be a minimum of £150 a month.
Here's a snapshot of charges
- Initial Advice Charge
The minimum charge is £200. This covers the review of up to two existing products or the review of a product and a recommendation for a cash lump sum (including regulars). Each additional plan, lump sum or regular investment you ask us to consider above this will increase your charge by £100.
- Advice Completion Charge
This is 1% of the lump sum or transfer invested in the recommended product. The Advice Completion Charge is subject to a maximum charge of £2,500.
- Investment review charge**
For each one-off investment review we carry out, there will be a charge of 0.5% of the value of the investments we review up to a maximum charge of £200.
**We won't automatically review your investments, but we will if you'd like us to - just contact us. If you then ask us to make a recommendation for any other investments, the normal advice process will apply including any relevant advice charges.