Just wondering if anyone has any experience of the service offered by
Willis Owen ().
I am looking at using them to open an ISA and was attracted by the
refund of most, if not all, of the initial charge, and their annual ISA
fund reviews.
Many thanks in advance.
On 1 Mar 2006 04:44:33 -0800, wrote:
>Just wondering if anyone has any experience of the service offered by
>Willis Owen ().
>
>I am looking at using them to open an ISA and was attracted by the
>refund of most, if not all, of the initial charge, and their annual ISA
>fund reviews.
>
No. You can usually agree a split of the commission with an ifa who
should do an annulal appraisal, for what that may be worth. (might
be an excuse to get you to switch funds so he gets more commission.)
Tiddy Ogg.
wrote:
>Just wondering if anyone has any experience of the service offered by
>Willis Owen ().
No, but <> offer a similar service
for £35pa and rebate all initial (~1-5%) and annual commissions
(~0.5-1%) received from and unit trusts/ OEICS you purchase within the
ISA.
Daytona
In message <>, Tiddy Ogg
<> writes
> (might
>be an excuse to get you to switch funds so he gets more commission.)
A 'Fund Switch' means a switch between funds run by the same manager,
and therefore pays no commission.
Anm 'Isa Switch', in which the whole ISA is moved to ajother provider
would pay commission though.
But in any case, it is better to go to a fund supermarket such as
Fidelity or Skandia etc., and pay one initial fee but then have access
to loads of fund managers so that an ISA switch shouldnt then be
necessary.
--
John Boyle
Bitstring <>, from the wonderful
person john boyle <> said
>In message <>, Tiddy Ogg
><> writes
>
>
>> (might
>>be an excuse to get you to switch funds so he gets more commission.)
>
>A 'Fund Switch' means a switch between funds run by the same manager,
>and therefore pays no commission.
>
>Anm 'Isa Switch', in which the whole ISA is moved to ajother provider
>would pay commission though.
>
>But in any case, it is better to go to a fund supermarket such as
>Fidelity or Skandia etc., and pay one initial fee but then have access
>to loads of fund managers so that an ISA switch shouldnt then be
>necessary.
Of use someone like Hargreaves Lansdown, who'll do that =and= refund
some of the renewal commissions (and most of the initial commission).
--
GSV Three Minds in a Can
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