Don't be fooled by 'Dreamwashing'
Many Happy Returns
What Are the Fees and Charges of Wealth Management Companies?
If you set up an ISA with them, they charge you 4.5% of your initial investment before the money has even done anything. And then it tapers down by 1% per year. I think if your services and products are really good, that's what makes them sticky. You shouldn't have to punish people for withdrawing early. Yeah, it's the Hotel California of wealth management companies.
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