Our fees
Our fees
We believe in transparency when it comes to fees. You’ll always know what you’re paying and why.
Wealth and investment management fees can be confusing, making planning difficult. We make sure you always have a clear understanding of what you're paying before you make any commitments.
Making financial advice accessible to more people
We believe financial advice should be accessible to everyone. That’s why we offer two types of services to fit every journey and budget.
Ongoing Advice Service
- One-off Advice Service
Ongoing Advice Service
- Ongoing access to your Personal Wealth Adviser(s)
- Annual review of your financial plan, your goals and aspirations
- 24/7 access to view your investments via the MY SPW secure web app
- Exclusive invites to webinars on key topics to help you expand your knowledge and understanding
- Access to dedicated Investment Specialists offering additional insight into investment performance and the economic outlook
- An automatic ISA top-up service within your portfolio (dependent on solution)
- No one-off advice fee on additions to existing investments covered by the Ongoing Advice Service after the first year
Ongoing Advice Service
- Ongoing access to your Personal Wealth Adviser(s)
- Annual review of your financial plan, your goals and aspirations
- 24/7 access to view your investments via the MY SPW secure web app
- Exclusive invites to webinars on key topics to help you expand your knowledge and understanding
- Access to dedicated Investment Specialists offering additional insight into investment performance and the economic outlook
- An automatic ISA top-up service within your portfolio (dependent on solution)
- No one-off advice fee on additions to existing investments covered by the Ongoing Advice Service after the first year
Ongoing Advice Service
- One-off Advice Service
Ongoing Advice Service
- Ongoing access to your Personal Wealth Adviser(s)
- Annual review of your financial plan, your goals and aspirations
- 24/7 access to view your investments via the MY SPW secure web app
- Exclusive invites to webinars on key topics to help you expand your knowledge and understanding
- Access to dedicated Investment Specialists offering additional insight into investment performance and the economic outlook
- An automatic ISA top-up service within your portfolio (dependent on solution)
- No one-off advice fee on additions to existing investments covered by the Ongoing Advice Service after the first year
Ongoing Advice Service
- Ongoing access to your Personal Wealth Adviser(s)
- Annual review of your financial plan, your goals and aspirations
- 24/7 access to view your investments via the MY SPW secure web app
- Exclusive invites to webinars on key topics to help you expand your knowledge and understanding
- Access to dedicated Investment Specialists offering additional insight into investment performance and the economic outlook
- An automatic ISA top-up service within your portfolio (dependent on solution)
- No one-off advice fee on additions to existing investments covered by the Ongoing Advice Service after the first year
Start your journey with SPW
Chat to an adviser - no obligation and nothing to pay until you’re happy with your plan.
Book a free consultation