Charges, rates & cost comparison calculator

SIPP charges

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Stocks & shares ISA charges

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Lifetime ISA

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Junior ISA

View Junior ISA charges

We are committed to transparent and fair charges that offer you excellent value and are amongst the lowest in the market. Our charging structure is consistent in approach across all our accounts and ensures you pay a fair price irrespective of the account or your investment style.

Our simple charges calculator allows you to estimate your charges and compare them with our largest competitors.

Calculate and compare my charges

Please choose one of the accounts below and use the sliders or enter the value of shares and funds you hold.

SIPPISADealing AccountJunior ISA
AJ Bell

Based on what you have told us we estimate the annual charge for your AJ Bell Youinvest to be:

View charges breakdown

This calculator is for illustration purposes only and does not cover all circumstances or charges. Please view our charges and rates for full details.

Charges Total
Funds custody
Shares custody
Funds dealing
Shares dealing

We estimate the charges for with our four largest competitors to be:

Estimated total charge:

Estimated total charge:

Estimated total charge:

Estimated total charge:

The companies shown in this calculator have been chosen as they are currently the largest UK retail investment platforms by assets under administration. The charges shown are for illustrative purposes only and provide an estimate of the charges you would pay with these platforms and are based on our understanding of their current charges. The charges quoted above for Barclays Smart Investor assume only one account is held. For a full breakdown of the charges with these platforms you should visit their websites.

In addition to their fund range, Fidelity currently provide only a limited number of investment trusts and tracker funds and so are not included in the shares comparison.

SIPP charges for TD Direct Investing are for their new SIPP, administered by Barnett Waddingham.

You need to have a TD SIPP, ISA or Dealing account before you can open a TD Junior ISA for your child.

Funds custody charges do not include the ongoing charges figure (OCF) charged by fund managers.

Cash held in the account and any interest earned is not included in these calculations.

If you need help deciding which platform is right for you or understanding the impact of charges on your investments you should consult a suitably qualified adviser.

Charges and rates

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7 reasons why our pricing is competitive:

  • No account set up fee
  • No inactivity fee
  • No charge for holding cash
  • Deal online from £1.50
  • Regular dealing just £1.50
  • Free to withdraw cash
  • Free mobile dealing apps

Do you need help?

Visit our help page or speak to one of our friendly experts by using our live chat service.

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