Savings & charges calculator

You can use the simple calculator below to work out the exact charges applicable to your investment and whether it would be cheaper to move to Willis Owen from your current provider.

  • We have assumed standard charges for Fund, Platform and Broker/Intermediary for a non-SIPP investment
  • You can enter your own charges to get a personalised illustration
  • For a SIPP cost saving illustration, click here
Investment & Current Charges

Estimated monthly charges:

Current total cost:  £62.50
Current platform & broker:  £31.25
Current total cost %:  1.50%
New total cost:  £47.92
Total saving %:  23.33%
New platform & broker:  £16.67
Platform & broker saving %:  46.67%
New platform blended rate:  0.40% *
New total cost %:  1.15%

Annual saving:  £175
(1.50% to 1.15%)

  • The illustration of charges and saving are based on the above parameters
  • It is likely that the individual Fund charges might differ from the standard assumption but choosing a number that reflects your overall portfolio will give the best indication of total costs

* Blended platform rate calculation

Tier Value in Tier Monthly Charge %
£0 to £50,000 £50,000 £16.67 0.40%
£50,001 to £100,000 0.30%
£100,001 to £250,000 0.20%
£250,000 + 0.15%
Totals £50,000 £16.67 0.40%

Additional charges may apply depending on your investment type, product type or trading activity. See our charges further information.

You can also call our Customer Service Team on 0800 597 2525 if you need any further information.

Related content

: play

Why not take a look at : play which will enable you to have a risk-free try at selecting Funds?

Find out about : play


Learn all about ISAs, check out our transparent charges and see how easy it is to open an account on our platform.

Find out about ISAs

: explore

Use our Funds, Shares, Investment Trusts and ETFs research tools to find options that meet your needs.

Take me exploring