Our fees
What will it cost? It’s a fair question, and it’s fair to say it’s one of the first things we get asked. You want to know that the fees you pay are a worthy investment in your future. At Becketts Connect we know it is, as research shows that those who get financial advice see better outcomes than those who do not. On this page we’ll show your fees, and explain how we calculate them.
Our fees calculator
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Your calculated fees
Our initial fee
£0
Financial Planning Fee
£0
Total initial cost
£0
Ongoing annual cost
£0
Ongoing portfolio fees
This table shows an example cost breakdown for our Index Medium Portfolio, based on investable assets of £100,000.
| Adviser Fee | 0.75% | £750.00 |
| Platform Fee | 0.25% | £250.00 |
| DFM Fee | 0.15% | £150.00 |
| Fund Charges | 0.16% | £160.00 |
| Total Charges | 1.35% | £1,310.00 |
Becketts Connect ongoing fees represent a saving of £500.00 per year when compared to the market average fees. See market average fee breakdowns.
| Ongoing Adviser Fee | 0.80% | £800.00 |
| Platform Fee | 0.30% | £300.00 |
| DFM Fee | 0.25% | £250.00 |
| Fund Charges | 0.50% | £500.00 |
| Total Charges | 1.85% | £1,850.00 |
How we calculate your fees
Initial fee
The initial fee is a one-off charge for Becketts Connect financial advice. It covers our initial client discovery – where we find out about your needs and goals and put everything into motion. It is calculated as a percentage of your investable assets under our management, with a minimum fee of £500.
| Amount | Asset Level |
| 3% | £0 - £124,999 |
| 2% | £125,000 - £249,999 |
| 1% | £250,000 |
Annual fee
Our ongoing advice fee is calculated as three-quarters of one per cent (0.75%) of your investable assets under our management, payable annually. The annual fee is subject to a minimum charge of £495.
Financial Plan Fee
An industry-leading fixed financial planing fee, inclusive of a bespoke financial forecast, tailored to individuals or couples.
Let's connect
It starts with a chat. No pressure. You can book a free online appointment below, but if you’d prefer to go old-school you can call and speak to a real-life human. Just as we promised.
Call us on 01253 881 910
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