Compare The Platform: Chelsea Financial

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Chelsea Financial

Chelsea started life in 1983 as a discount broker. More than 30 years later, it has developed a reputation for independent fund research and a personalised service. The platform is underpinned by the Cofunds institutional platform. It works closely with its sister company, FundCalibre, which specialises in fund research and ratings, and model portfolios.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
VCTs, EISs, Structured products
Research, Tools and Information
Research
Two recommended fund lists and five ready-made model portfolios (Chelsea easyISAs)

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
Funds (0-£249,999)0.55%
Funds (£250,000-£499,999)0.475%
Funds (£500,000-£999,999)0.40%
Funds (£1,000,000-£1,999,999)0.35%
Funds (£2,000,000+)0.10%

Compare the Platform Says

Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
3.0
2.0
4.0
2.0
4.0
Only UK funds available in the FundstoreLists and model portfolios, video library of fund manager views.Good research, but the Fundstore should be seamlessly integrated for a smoother customer experience.