The simplest pricing...

One price, no additional charges; no SIPP fees, no drawdown fees and no model portfolio fees.

We've simplified our charging structure

We know how complicated prices and charges can be for your clients, so for us it’s really important that we keep things as simple as possible. Our new transparent truly 'all-in' structure is designed to make it easier for you and your clients to understand the total cost of ownership without having to worry about additional costs racking up over time. 

We're proud of the changes we've made to our pricing. Ascentric is the first retail platform to offer a simple, single charge across all wrappers and investments, with no extra fees for any of our services. This includes unlimited trading access to shares, ETFs, investment trusts & bonds through our award-winning stockbroking service. You can confidently manage each of your clients' portfolios and investments, at any point in time, without worrying about incurring extra charges.

From 1st May 2017, clients will pay a single charge: 0.3% of the total value of their assets, in any wrapper, held on the platform up to £1m. Assets of between £1m and £3m will be charged at 0.1% and any assets between £3m and £5m will be charged at 0.06%. There is a minimum fee of just £15 per month

We’ll even let you group assets for members of the same family together, treating them as one client for charging purposes. This enables them to benefit from overall lower fees as part of a larger portfolio.

What will my clients pay?

Assets up to £1m

Assets between £1m to £3m

Assets between £3m to £5m

Assets over £5m

Dealing, SIPP, Model Portfolio

0.30%

0.10%

0.06%

These terms are available on request

No Charge

There is a minimum fee of just £15 per month.

How does our pricing compare?

Our new pricing structure has been well received. On the announcement, Mark Polson, of the lang cat, spoke to the FT adviser saying:

“Probably the most interesting thing for me is that the structure is now flat across not only all wrappers but also all investment types.

“Very few platforms do this, but to me it is the closest thing we have to the original intention of a ‘wrap’ – that is to say an environment in which advisers can implement their tax planning and investment strategy without worrying about whether one route or another costs more.”

Want to find out more?

To find out more about our new pricing, and how it could help your clients, get in touch with a member of our Business Development team who’ll be happy to help.

Call our sales team

The Ascentric Wrap platform is available for Financial Advisers to support their business. Find out how we could help add more value for your clients

01225 787 575

We're here to help

If you're already using our platform and have a question, please visit our Contact Us page for the best ways to get in touch.