Cavendish Online acquired by Fidelity

csgohan4

Froggitt2 said:

For large portfolios, there is still ii and iweb offering flat rate (or zero) rather than 0.35%. Any more?

if your looking for just SIPP and IT's, ETF's, AJ bell is a good shout, they also cap their charges at £100 a year too. Which is slightly better than at Iwebb if you hold their SIPP and have investments more than 50k. 

Froggitt2

csgohan4 said:

Froggitt2 said:

For large portfolios, there is still ii and iweb offering flat rate (or zero) rather than 0.35%. Any more?

if your looking for just SIPP and IT's, ETF's, AJ bell is a good shout, they also cap their charges at £100 a year too. Which is slightly better than at Iwebb if you hold their SIPP and have investments more than 50k. 

So e.g. 0.1% on £100K. iweb has my ISA, Cavendish has my SIPP. Share Centre (soon to be ii) has my funds and shares outside the ISA.

Albermarle

Froggitt2 said:

csgohan4 said:

Froggitt2 said:

For large portfolios, there is still ii and iweb offering flat rate (or zero) rather than 0.35%. Any more?

if your looking for just SIPP and IT's, ETF's, AJ bell is a good shout, they also cap their charges at £100 a year too. Which is slightly better than at Iwebb if you hold their SIPP and have investments more than 50k. 

So e.g. 0.1% on £100K. iweb has my ISA, Cavendish has my SIPP. Share Centre (soon to be ii) has my funds and shares outside the ISA.

If you stayed with Fidelity for your SIPP and it was all invested in ETF's It's etc the charge would be 0.045% on £100K 

Froggitt2

Albermarle said:

Froggitt2 said:

csgohan4 said:

Froggitt2 said:

For large portfolios, there is still ii and iweb offering flat rate (or zero) rather than 0.35%. Any more?

if your looking for just SIPP and IT's, ETF's, AJ bell is a good shout, they also cap their charges at £100 a year too. Which is slightly better than at Iwebb if you hold their SIPP and have investments more than 50k. 

So e.g. 0.1% on £100K. iweb has my ISA, Cavendish has my SIPP. Share Centre (soon to be ii) has my funds and shares outside the ISA.

If you stayed with Fidelity for your SIPP and it was all invested in ETF's It's etc the charge would be 0.045% on £100K 

Nope. Looks like about £23 a month on 100K. thats like 0.3%, rather than 0.045%

AlanP_2

Froggitt2 said:

Albermarle said:

Froggitt2 said:

csgohan4 said:

Froggitt2 said:

For large portfolios, there is still ii and iweb offering flat rate (or zero) rather than 0.35%. Any more?

if your looking for just SIPP and IT's, ETF's, AJ bell is a good shout, they also cap their charges at £100 a year too. Which is slightly better than at Iwebb if you hold their SIPP and have investments more than 50k. 

So e.g. 0.1% on £100K. iweb has my ISA, Cavendish has my SIPP. Share Centre (soon to be ii) has my funds and shares outside the ISA.

If you stayed with Fidelity for your SIPP and it was all invested in ETF's It's etc the charge would be 0.045% on £100K 

Nope. Looks like about £23 a month on 100K. thats like 0.3%, rather than 0.045%

Fidelity cap their charges for ETFs / ITs / Shares at £45 a year.

Albermarle

https://www.fidelity.co.uk/services/charges-fees/service-fee/#tab-link

virenque

Think I'll be moving to Vanguard at .15% asap versus .35% with Fidelity.

grumiofoundation

virenque said:

Think I'll be moving to Vanguard at .15% asap versus .35% with Fidelity.

Bear in mind you can only hold vanguard products on the vanguard platform. If you hold non-vanguard investments you will need another platform for them (fidelity still one of the cheapest % based) or you will need to switch to all vanguard products.

virenque

grumiofoundation said:

virenque said:

Think I'll be moving to Vanguard at .15% asap versus .35% with Fidelity.

Bear in mind you can only hold vanguard products on the vanguard platform. If you hold non-vanguard investments you will need another platform for them (fidelity still one of the cheapest % based) or you will need to switch to all vanguard products.

Win win then :-)