The Financial Times have recently conducted an analysis of fees within our industry. Consumer Duty has provoked a lot of interest about the charges that clients are charged and the value that they receive.
We thought you’d like to see where Attivo sits in this comparison.
This graph displays Attivo’s fees by percentage against some of our competitors, such as St James’s Place (SJP). We’re always driving down our fees in order to give you great service on the market, and we’re confident we provide you with excellent value for money.
Source: https://www.ft.com/content/f27a6337-c204-478d-a8e7-9148997b519c
Estimated annual charge based on: a £500,000 portfolio, split £150,000 ISA and £350,000 pension and 10-year holding period. Figures consider any upfront (spread over the assumed 10-year holding period), ongoing and transactional charges.
Customers should be aware commissions, fees and other charges will have an effect on gross performance. If you choose to invest, the value of investments and any income derived from them can fall as well as rise, and you may get back less than you put in.