Our Stocks & Shares ISA has been rated 5*

In March 2020 we were proud to be rated 5 stars for our Stocks & Shares ISA by Money Mentor, who have teamed up with the independent consumer group Fairer Finance, to provide a comprehensive comparison of investment products based on their overall quality.

Our 5* product rating shows industry experts know our values of ‘Quality, Value and Transparency’ are more than just a tagline.

Our Stocks & Shares ISA providing investors with access to over 3,500 Funds, Investment Trusts and ETFs for one of the lowest platform charges in the market today. We’re delighted to see that this has now been recognised.

There are no initial fees or dealing fees on Funds and no exit fees either, meaning more of your money remains invested - allowing it to work harder for you.
You can find a breakdown of our fees here.

Although we work on an execution-only basis (meaning we do not provide any advice regarding your investments), our UK based investments team are on hand to help with any technical queries you may have, keeping your account running smoothly.

How do the product ratings work?

Money Mentor generate their ratings based on exhaustive research and objective criteria from the independent consumer group Fairer Finance. These ratings are not influenced by any commercial relationships.

In-depth analysis is conducted across thousands of financial products, which in turn creates a comprehensive list of their features. For example, investment platforms (like the Cavendish Online FundSupermarket Stocks & Shares ISA) have numerous different charges that are applied in various ways. Money Mentor ratings use scenarios to calculate which platforms offer the lowest costs overall. They also penalise companies for having high ancillary charges such as fees for transferring your investments to another platform.

Each product is then scored against what is important to customers using a rigorous research methodology. This produces a strict list of ‘red line requirements’ - features thought to be essential to the product, rather than a ‘nice to have’ feature. Points are awarded to products for having the ‘nice to have’ features too.

It’s a combination of the red lines being satisfied and the products number of ‘nice to haves’ that determine its star rating. All the red lines must be satisfied for a product to qualify for the highest rating of five stars.

We continue to see record numbers of clients joining our platform to benefit from our highly competitive products, prices and access to our dedicated customer service team. For more information about our investment services please click here.

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