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What we say
Must be a Barclays customer…
Costs 1.14% p.a. + up to 0.45% product fees - so about 1.59% a year ongoing costs
Good for people looking for reassurance when it comes to their investments.
There is an online questionnaire to complete – better option for those who are computer savvy rather than those looking for a real-life human adviser.
Personalised investment report.
Not holistic financial advice across all money issues but for those wanting a ready-made detailed investment solution, with sound supporting calculations in the background this is worth a look.
Costs are at the high end which impacts our overall score.
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Cost (£10k): £114 (admin) + investment fees
Cost (£100k): £1,140 (admin) + investment fees