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
0.60%
Platform
Nil
0.25%
Total
1.00% (£1,000)
1.45% (£1,450)
2. Individual with a £400,000 pension in income drawdown
Party
Initial Fee
Annual Fee
Candid
£2,000
0.40%
Fund Managers
Nil
0.60%
Platform
Nil
£440
Total
£2,000 (0.50%)
1.11% (£4,440)
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
0.60%
Platform
Nil
£800
Total
£3,000 (0.30%)
0.93% (£9,300)