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ISA charges

What are our Stocks & Shares ISA fees?

Our goal is to deliver one of the lowest-cost ISAs on the market, while also providing you with an excellent service and the freedom and flexibility to build an investment portfolio that is right for you.

It doesn’t cost you anything to set up your ISA or transfer in any existing ISAs. There are no fund dealing fees, no initial charges on almost all funds and it costs just £7.50 per transaction to deal in shares. Our aim is to make our charges transparent so when you invest with us, you can see exactly what you are paying for.

Great Value Pricing

Investment Value Tiered Fee (per account)
From £0-£250,000 0.40% pa
£250,000-£1,000,000 0.20% pa
Over £1m No charge

The tariff offers great value for clients just starting to invest through to those who have built up a sizeable investment portfolio. There are no fixed annual account charges and the more you invest the lower the percentage based fee becomes for those additional assets. The service fee applies to all types of investments held on an account by account basis.

Importantly there are no fund dealing charges meaning even better value for investors.

Note, exit fees apply. Please see our Key facts for more information.

Want to know more about the Bestinvest ISA?



Past performance is not a reliable indicator of future returns

The value of your investment can go down as well as up, and you can get back less than you originally invested.

The Bestinvest Online Investment Service, including any account analysis and investment reports provided by our guidance services, is an online execution-only dealing service for investors who want to make their own investment decisions. It does not provide advice on the suitability of products and investments; if you are unsure about the suitability of any investment you should seek professional advice. Clients of our Investment Advisory Service and Managed Portfolio Service can use the website to obtain current valuations of their investments but cannot trade on these accounts online and should call their adviser if they wish to discuss changes to their investments.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Issued by Bestinvest (Brokers) Limited (Reg. No. 2830297), which is authorised and regulated by the Financial Conduct Authority. Financial services are provided by Bestinvest (Brokers) Limited and other companies in the Tilney Bestinvest Group, further details of which are available here. This site is for UK investors only.
© Tilney Bestinvest Group Ltd 2016.

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