Sorry, no search results could be found.
Access to a UK-wide team of dedicated, experienced financial planners that have a full understanding of PwC, your benefits and your independence requirements.
This service is suitable for any Partner, including those with an existing adviser.
The Advice service can provide one-off advice on a specific issue, or advice across all of your finances and investments as part of an ongoing relationship with your own financial adviser.
So, whether you need to establish a financial plan, you are at a stage where you would prefer a professional to advise on and manage your investments or you would value a second opinion on your existing finances and advisers, this service is right for you.
This service can be used alongside and in addition to the Online, Walled Garden and Bespoke services.
The fees will depend on your specific needs, the area of advice and the complexity of the work involved. For full financial planning and investment advice, the fees agreed for PwC Partners are as follows:
| Value of capital invested | My WealthPartner Advice implementation fee | My WealthPartner Advice annual fee |
| Minimum fee | £1,500 | None |
| Up to £500,000 | 1% | 0.5% |
| £500,001 to £1 million | 0.5% | 0.5% |
| £1 million to £2 million | 0.5% | 0.3% |
| From £2 million | 0.5% | 0.2% |
Also, as part of the service to My WealthPartner clients, there is a cap on fees if you take advice, custody and investment services from Close Brothers. This cap is shown in the table below and applies to the ongoing advice fee, annual investment management charge and the custody and administration charges for those using the Advice service as well as either the Walled Garden or Bespoke services.
There can be additional costs for investment management in addition to the annual management charge and the total cost will vary depending on which investments are used. Please note that VAT has to be charged for investment management and advice on discretionary managed portfolios. Full details of all charges will be discussed with you and set out in a comprehensive report before you take up any of our services.
| Amount invested with Close Brothers | Integrated wealth management fee cap (annual charge) |
| Up to £500,000 | 1.20% |
| £500,001 - £1 million | 1.20% |
| £1 million to £2 million | 1.10% |
| From £2 million | 0.90% |
We provide a holistic financial advice service to individuals. Our investment process is unbiased, multi-asset, actively managed and diversified across regions and sectors. Because we primarily promote our own investment products, we are classed as providing restricted advice. However, we can also recommend investment offerings from other firms, without bias, based on our disciplined research and analysis process.
Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.