As we all have to find ways of making our money go further in these difficult times, getting value for money is more important than ever.
At Chelsea, we are dedicated to giving you a quality, personalised service and discounts on your investments. We were the first intermediary to discount initial charges on unit trusts and bonds in 1983, and later PEPs and ISAs, saving our clients many millions of pounds they would have paid in charges had they bought direct from investment companies.
This work continues today and on this page you will find details of the discounts we offer on all our investment products.
We discount all our initial commission on funds bought within an ISA. This can save you up to an incredible £633 on a £11,520 ISA and increase the value of your investment by over £2,000* over the course of a decade.
*based on 7% p.a. return
For Discounts on individual funds please click here
We do not charge you for switching between funds within the Chelsea FundStore, powered by Cofunds. This is exclusive to clients of Chelsea.
Venture Capital Trusts (VCTs):
VCTs usually have an upfront charge of around 5.5%, which again we reduce for our clients. We reduce the cost of purchasing a VCT by rebating the majority of our commission to increase your investment. This means that the discount is given in the form of additional shares, so for example, if you invest £10,000 and the discount is 3%, your initial investment will be increased by £300 to £10,300. For more information on our current offers click here.
Chelsea Pension Account:
Please contact us for more details.
Past performance is not a reliable guide to future returns. Market and exchange rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. Chelsea Financial Services offers a direct offer/execution-only service. If you require individual investment guidance you should seek expert advice. Whilst we may draw attention to certain investment products we cannot know which of them, if any, is best for your particular circumstances and must leave that judgement to you. Nor can we accept liability to clients who purchase two ISAs in one fiscal year, or otherwise do not comply with ISA rules. Discounts are subject to receipt of commission and may be subject to change if commission levels are altered. Chelsea Financial Services is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Before investing it is important that you read our Terms and Conditions.
The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes. It is not for distribution in any other jurisdiction, including the United States of America. Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.
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