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 Aegon (was 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 Investments ISAs Lifetime ISAs Junior ISAs Pensions & SIPPS Junior Pensions & SIPPS Other

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
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 CHARGES PRODUCT CHARGES OTHER 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 & Wrappers Investments Research & Guidance Charges OVERALL SERVICE
3.0
2.0
4.0
2.0
4.0
Good research, but the Fundstore should be seamlessly integrated for a smoother customer experience.