Platform Charge

The platform charge provides access to a secure, easy-to-use investment platform where you can view and track your portfolio.

The specific % fee is based on the total value of each plan invested with us. This is a cumulative fee and not flat. For example, for an investment plan valued at £750,000, the platform charge would be 0.163%.

You will be informed of the platform charges applicable to your investments separately, so you always have a clear understanding of the costs involved.

The fee is applied to each plan every year on invested funds as opposed to invoiced.

  • 0.17%

    For plans invested with Welsh & Taylor Wealth valued up to £500,000.

  • 0.15%

    For plans invested with Welsh & Taylor Wealth valued from £500,000 to £1,000,000.

  • 0.10%

    For plans invested with Welsh & Taylor Wealth valued from £1,000,000 to £2,000,000.

  • 0.05%

    For plans invested with Welsh & Taylor Wealth valued from £2,000,000 to £5,000,000.

  • 0.02%

    For plans invested with Welsh & Taylor Wealth valued over £5,000,000.