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My current provider charges exit fees, can you help with these?

In order to establish whether we can help with any exit fees we will need a breakdown of your portfolio outlining how much is in ISAs and how much is in an unwrapped account. We then require the following details for each:

  • The number of holdings
  • Approximate value of shares
  • Approximate value of funds
  • Approximate cash balance
  • An estimation of how many share deals you place per year

Once you have this information to hand you are able to contact our Helpdesk on 0117 900 9000, and we will let you know whether we can contribute towards your exit fees.

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