These examples are intended to give you a good idea of broadly what to expect.
1. Couple with £50,000 each in shares ISAs
Party
Initial Fee
Annual Fee
Candid
1%
0.60%
Fund Managers
Nil
0.50%
Platform
Nil
0.10%
Total
1.00% (£1,000)
1.20% (£1,200)
2. Individual with a £400,000 pension in income drawdown
Party
Initial Fee
Annual Fee
Candid
£2,000
0.40%
Fund Managers
Nil
0.50%
Platform
Nil
0.13%
Total
£2,000 (0.50%)
1.03% (£4,120)
3. Couple with £1 million: £250,000 each in shares ISAs and a £500,000 pension
Party
Initial Fee
Annual Fee
Candid
£3,000
0.25%
Fund Managers
Nil
0.50%
Platform
Nil
0.12%
Total
£3,000 (0.30%)
0.87% (£8,700)