Our fees
Tideway Wealth is more cost efficient than you might think.
Tideway employs a single, all-inclusive fee of 1% p.a. covering:
- Complete access to a commission free Dealing, SIPP, & ISA accounts with AJ Bell
- Ongoing advice and implementation on the investments and withdrawals and additions to your portfolios, including at least one review annually and unlimited contact with your wealth manager
- Model portfolio management and administration
- Access to online valuations, quarterly performance reports, annual consolidated tax reports
Additional third-party charges will be added based on the products and investments that are selected. These charges range between 0.4% and 0.9%.
At Tideway, we specialise in providing advice and guidance to those who are near or at retirement. Find out how we can help you reach your retirement goals..