Fees and Costs
We offer a clear and transparent charging structure with no tie-ins or exit penalties to access your funds. Part of the service that we offer is to make sure you get value from all areas and any fees you pay provide value for money. Our investment philosophy is based on keeping the costs of your investments low without paying unnecessarily high charges.
Professional and personal service tailored to you
Every client is unique and we offer a tailor made solution based on your objectives. However, to give an indication of fees, here is an example based on a portfolio worth £200,000:
Financial planning fee 0.95%
Platform charges 0.31%
Fund management charges 0.34%
Total ongoing charges 1.6%
At Macmillan Financial Planning, we pride ourselves on providing a personal yet professional service. Everyone is different and their financial situation and goals for the future are also different, so it is important that our team gets to know you and your aims.
We can also provide ongoing services to help you stay on top of your finances. Whatever your position, get in touch with our friendly team to discuss how we could help.
