One platform price, no additional charges; no SIPP fees, no drawdown fees, no model portfolio fees and no exit fees. The single charge is based on the value of investments and cash in the portfolio and includes any taxes that may apply.
Up to and including £1m*
*There is a minimum fee of just £15 per month.
From £1m up to and including £3m
From £3m up to and including £5m**
**Terms available on request for assets over £5m.
There's no extra fees for any of our services either including unlimited trading access to shares, ETFs, investment trusts & bonds through our award-winning stockbroking service.
Family groups: including spouse/civil partner, children, parents, grandparents and grandchildren calculate the Group Annual Platform Charge and charges applied proportionately.
There are a few things like third party product provider or service provider charges, interest and the protection through the Financial Service Compensation Scheme (FSCS) that it's important to be aware of too.
Fund managers, discretionary fund managers, advisers or third party product providers might charge separately to use their funds, services or products. For lists of existing DFMs relationships or third party products available on the platform, go to the Key Resources page.
Unlike some other providers we don’t take any margin on interest. We pay all interest earned on any cash held in your clients’ account. The average interest rate changes and so is calculated daily and paid into the your clients account monthly.
With M&G Wealth, you can be sure client money is deposited safely and effectively. Any client money (un-invested cash) we hold is protected under the Financial Services Compensation Scheme (FSCS).