These examples are intended to give you a good idea of broadly what to expect.

1. Couple with £50,000 each in shares ISAs

PartyInitial FeeAnnual Fee
Candid1%0.60%
Fund ManagersNil0.60%
PlatformNil0.25%
Total1.00% (£1,000)1.45% (£1,450)

2. Individual with a £400,000 pension in income drawdown

PartyInitial FeeAnnual Fee
Candid£1,7500.40%
Fund ManagersNil0.60%
PlatformNil£440
Total£1,750 (0.44%)1.11% (£4,440)

3. Couple with £1 million: £250,000 each in shares ISAs and a £500,000 pension

PartyInitial FeeAnnual Fee
Candid£2,2500.25%
Fund ManagersNil0.60%
PlatformNil£800
Total£2,250 (0.23%)0.93% (£9,300)