To enable investors to purchase "collective" funds online using a debit card, as a method of instant payment, we have established a link into the Aegon/Co-Funds.co.uk dealing facility. Any investment purchased by this method will automatically be within "lower" costing units, within the funds selected, which have no initial charge. Once purchased, investors will also have the option to view valuations or conduct any investment changes online, with any investments switches being completed on-line "free" of charge. The annual service charge levied for this facility equates to 0.20% per annum.
Investors wishing to purchase and manage their own portfolio's, whereby in addition to "collectives" they can also include indiviudal equities, investment trusts and ETF's, may prefer the on-line "execution only" services provided by A J Bell. Due to professional connections with A J Bell, we are able to assist in establishing an account on behalf of individual investors.
We have also incorporated a link into the "Financial Express/Trustnet" investment research facility, enabling investors to research and design an investment portfolio, based upon their investment needs and desired levels of risk.
To initiate these options, visit the Aegon/Co-Funds.co.uk section of our website.
Should an investor decide that in preference to making their own investment decisons that formal advice is required, we would be delighted to assist on a fee basis. Our minimum initial advice fee equates to £500.00, with a minimum annual fee of £250.00 applying for clients seeking a structured, risk based portfolio solution. Annual fees are capped at a maximum level of £2,000.00 per annum, ensuring larger portfolio's benefit from economies of scale.