Create Financial Management - Independant Financial Advisors, Creating and protecting wealth

Tel: 01332 548100


AJ Bell raises custody charges for shares, trusts and ETFs

1 December 2020 | 4:16 pm
From 1 January, the cap on the platform’s 0.25% charge on shares held in Sipps, ISAs and dealing accounts will rise.

AJ Bell raises platform charge for shares, trusts and ETFs

From 1 January, the cap on the platform’s 0.25% charge on shares held in Sipps, ISAs and dealing accounts will rise.
Tax treatment is based on individual circumstances and maybe subject to change in the future. Tax planning is not regulated by the financial conduct authority.


Tel: 01332 548100
footer_logo
©2020 Create Financial Management LLP

Legal Status Create Financial Management LLP is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference 149826. Create Financial Management LLP is a Limited Liability Partnership. Registered in England. LLP no. OC305811. Registered Address: York House, Stephensons Way, Wyvern Business Park, Derby, DE21 6LY The guidance and/or advice contained within this website is/are subject to the UK regulatory regime and is/are therefore primarily targeted at consumers based in the UK.
Coronavirus (COVID-19)

We continue to deliver an uninterrupted service whilst adhering to government guidelines and protecting our clients, employees and family members.

Our employees and advisers are equipped to work from home and we will continue to work ‘normally’. Our office is Covid secure and remains open for post, phone messages and in exceptional circumstances client meetings may be possible. During this time, most meetings will be undertaken by telephone or video call.

Please feel free to contact your adviser by mobile or email if you need any help or advice.