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How much does it cost?
A personalised financial plan from Lloyds Wealth could help you reach your goals. You can pick between ongoing financial support or one-off advice.
Ongoing financial advice
Receive regular guidance from an experienced financial adviser. What you'll pay for ongoing advice:
|
Amount invested |
Fee |
|---|---|
|
Amount invested Up to £1m |
Fee 0.65% |
|
Amount invested £1-2m |
Fee 0.40% |
|
Amount invested £2-5m |
Fee 0.35% |
|
Amount invested £5m+ |
Fee 0.15% |
Please note: Fees paid monthly in arrears and deducted from your investments. VAT charges may apply.
Ongoing advice could be suitable if:
- You want regular contact with your personal wealth adviser and their support team.
- You need support for your ongoing financial needs and want to change your plan if needed.
- You want regular meetings with your adviser to stay updated with the progress of your plan.
- You would like invites to webinars and access to investment specialists to provide additional insight into your investments.
One-off advice
Get advice and a unique financial plan based on your personal situation. What you'll pay for One-off advice:
|
Amount invested |
Fee |
|---|---|
|
Amount invested Up to £1.14 million |
Fee 1.75% (Maximum fee is £20,000 each time you go ahead with advice) |
|
Amount invested Amounts over £1.14 million |
Fee 0% |
Please note: A minimum fee of £1,000 applies the first time you go ahead with a recommendation for a lump sum only investment.
One-off advice could be suitable if:
- You'd like an expert to assess your current financial circumstances.
- You want to receive one-off, personal financial recommendations.
Ready to get started?
Lloyds Wealth specialist advisers give all customers who meet the criteria a free personalised financial plan.
Book online
Lloyds Wealth advisers don't work on commission, so every recommendation is based on what’s right for you.
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