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How much does it cost?
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.
Important legal information
Lloyds and Lloyds Wealth are trading names of Lloyds Wealth Management Limited. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 11722983. Authorised and regulated by the Financial Conduct Authority under registration number 830170.