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Wealthtime

Wealthtime is an advised platform which aims to use its experience and modern technology to deliver a comprehensive, quality wealth management service for investment advisers and their clients.

Available products & wrappers

General investments ISAs Lifetime ISAs Junior ISAs Pensions & SIPPs Junior Pensions & SIPPs Other
3rd party wrappers

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
UK Structured products, VCTs.

Table of charges

Platform charges Product charges Other charges
Funds/Exchange-traded instruments (0-£500.000) 0.30%
Funds/Exchange-traded instruments (£500,000-£1m) 0.20%
Funds/Exchange-traded instruments (£1m+) 0.10%
Funds/Exchange-traded instruments (£750,000-£999,999) 0.20%
Funds/Exchange-traded instruments (£1,000,000+) 0.15%
GIA admin fee £70 / year (+VAT) if you activate the Novia Stockbroker account
ISA admin fee £70 / year (+VAT) if you activate the Novia Stockbroker account
SIPP admin fee £70 / year (+VAT) if you activate the Novia Stockbroker account
Offshore bond admin fee £70 / year (+VAT) if you activate the Novia Stockbroker account
Exchange-traded instruments £15 / trade (0.30% of a trade, min £15 and max £75)
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Research, tools and information

Data and tools

CGT Calculator, model portfolio manager and evaluator, report zone, 3rd party research tools, fund performance reviewer and asset selection tool.