Think it’s impossible to invest without platform charges? Think Again.

 
At i-stock, we are offering an investing Game Changer, with a revolutionary list of investment fund options.
With these fund options, financial advisers can now add value to their clients’ ISAs and GIAs and let their money work harder, by enabling them to invest WITHOUT PLATFORM FEES.

An i-stock account is FREE so every pound deposited can be invested in one of our available investment funds. We are delivering a platform quality service without the platform fees.

Every investment fund does include a portfolio charge, but this is generally deducted at source. This means an i-stock account will always display the net value, all of which belongs to the client.

Think a platform doesn’t cost your client much? Think Again.
Let us assume a client subscribes their full ISA allowance each year and makes no withdrawals. We will also assume they pay an annual platform fee of 0.25% at the end of each year, and achieve a 4% return after all portfolio charges. Our figures below indicate how much a client’s investment could actually be losing by paying a platform fee.*

 

Not only that, but if the Government’s ISA allowance was to increase over time, the difference shown here would simply increase.

i-stock always sends a client quarterly statements and will provide full access to their account, meaning easy accessibility and visibility.

By changing the game, we can help you achieve your client’s financial objectives. No matter how big. No matter how small.  Don’t delay, call us on 01753 867000 and add value to your clients’ ISAs and GIAs now. 

 

i-stock is a trading style of Tavistock Wealth Limited which is authorised and regulated by the Financial Conduct Authority, FCA No: 568089. Registered in England and Wales. Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 07805960. Tavistock Wealth Limited is a wholly owned subsidiary of Tavistock Investments Plc.

*Source of data: i-stock

Want to know more about the Equity Markets?

Please contact us here:

9 + 2 =

Recent blogs
Tide may be about to turn

Tide may be about to turn

The following is an abbreviated version of John Leiper’s article ‘Tide may be about to turn’ for Investment Week magazine. Follow the link and read his views on page 23.

read more
Green Finance Summit 2021

Green Finance Summit 2021

Our Portfolio Manager for ESG, James Peel, was recently invited to provide his valuable insights into “Innovating Towards a Greener Future” as part of the London School of Economics Student’s Union Green Finance Society’s video conference: “Green Finance Summit 2021”.

read more
The Great Rotation

The Great Rotation

In Nothing Is More Powerful Than An Idea Whose Time Has Come, published in November, we introduced the idea of a Great Rotation across US equity markets. As shown in the chart below, this rotation is playing out in textbook fashion with value stocks outperforming growth by about 20% since the end of last year.

read more
The Unemployment Problem

The Unemployment Problem

The Fed’s dual mandate is price stability and maximum employment, but Jerome Powell has been unequivocal that it’s all about the latter. 

read more
Reflections

Reflections

This is the first blog since the holiday break. Whilst travel restrictions meant it wasn’t the holiday that had been planned, we adapted, and enjoyed the opportunity to spend some time together as a family and reflect on the last few months.

read more
Is the Bond Market Smarter than the Stock Market?

Is the Bond Market Smarter than the Stock Market?

Following on from last week’s blog, the dramatic rotation from growth to value remains in place for now. Early signs of quick snapback into the prior channel have not yet materialised and instead the ratio has consolidated and even shown signs of moving.

read more