Shares ISAs & general investment account
Mr & Mrs C have a £650,000 portfolio spread between shares ISAs (£220,000 and £180,000) and a general investment account (£250,000).
Their previous adviser charged them 0.9% a year, with total annual costs (including fund and account fees) of 1.85%, equivalent to £12,025.
We more than halved total annual costs to 0.9%.
Clients are saving c£6,175 a year
Clients are enjoying a better level of service, including more efficient use of their ISA, capital gains tax and dividend allowances