At WealthMe we do not take any of the ongoing commission instead we rebate it back to our client.
WealthMe has reduced its fees for both Venture Capital Trusts and Enterprise Investment Schemes making it the cheapest in the market for the majority of products.
The innovative financial company provides a service which allows high net worth and sophisticated individuals to access tax efficient products, such as Venture Capital Trusts and Enterprise Investment Schemes, online without the need to consult a financial adviser.
Arek Martirossian, Managing Director at WealthMe said: “Many investors are looking to invest in Venture Capital Trusts and Enterprise Investment Schemes particularly at this time of year. What many don’t realise is that, over a few years, the fees they are paying for these investments can eat up much of the income tax that they saved initially”
“With many VCTs, arranged through execution only brokers, you pay an initial charge of about 5 per cent, which usually includes an initial commission. The investment also has ongoing annual management fees that could be as high as 2.5 per cent per annum.”
“At WealthMe we do not take any of the ongoing commission instead we rebate it back to our client. All we charge is an arrangement fee which is usually covered from the initial commission so anyone who chooses to invest with us pays less for their investment. What’s more we have also just reduced our fees making us the cheapest on the market for the majority of these products.”
WealthMe helps put its customers in control of their investment decisions and offers a comprehensive range of tax efficient products providing a one stop shop to purchase Venture Capital Trusts and Enterprise Investment Schemes all in one place without the need to approach different companies for different products. WealthMe’s customers pay less to invest as they can avoid IFA charges and even receive a rebate on the commission that WealthMe earns.
For product information and interviews about WealthMe please contact:
Tel: 07932 061256
WealthMe provides an online service allowing high net worth and sophisticated individuals to purchase tax efficient products online without the need to consult a Financial Adviser. By purchasing these products online via WealthMe and avoiding Financial Adviser fees, customers have access to the most comprehensive list of products, are directly in control of their investments and pay less to invest. WealthMe is a trading style of Wealth Management Experts Ltd who offer a comprehensive wealth and tax planning service for both personal and business clients covering a wide range of financial planning areas. Before setting up Wealth Management Experts Ltd Arek Martirossian, Managing Director, worked at HSBC Bank, where he was one of the Bank's top advisers in the UK. He advised entrepreneurs and business owners as well as commercial, corporate, personal and offshore clients. He has 20 years experience in the financial services industry.
Wealth Management Experts Ltd is authorised and regulated by the Financial Conduct Authority. Registered Office: 4 Heath Square, Boltro Road, Haywards Heath, West Sussex, RH16 1BL. Postal Address: PO Box 362, Burgess Hill, West Sussex, RH15 5BH.
The WealthMe investment service is an online execution-only dealing for investors who want to make their own investment decisions. It does not provide advice on the suitability of products and investments; if you are unsure about the suitability of any investment you should seek professional advice. Advice can be provided as part of other services offered by Wealth Management Experts Ltd, usually on a fee basis. Past performance is not a guide to future returns and the value of investments, and any income from them can go down as well as up. You may not get back as much as you put in. Please bear in mind that for funds that invest in overseas markets, changes in currency exchange rates may affect the value of your investment. The Financial Conduct Authority does not regulate some forms of commercial, will, taxation and trust advice services The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
For more information visit - www.wealthme.com
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