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.