Wesleyan

1.5

#44 of 47 Stocks & Shares ISAs

Website Fees Review

Overview

Wesleyan is a British financial services mutual society headquartered in Birmingham, providing specialist financial advice and solutions primarily to medical, dental, legal and teaching professionals. The company offers investments, savings, insurance, mortgages and retirement planning services. Known for its profession-specific expertise and member-owned structure, Wesleyan takes a long-term approach to financial planning whilst maintaining strong ethical principles and professional standards.

Join Wesleyan _{Capital at risk when investing}

Fi Score This is a subjective score awarded by Financial Interest based on the account or platform's offering.

Stocks & Shares ISA

1.5

SIPPThis broker does not offer SIPP or we have not added it to our dataset yet.

N/A

Junior Stocks & Shares ISAThis broker does not offer Junior Stocks & Shares ISA or we have not added it to our dataset yet.

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Junior SIPPThis broker does not offer Junior SIPP or we have not added it to our dataset yet.

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Lifetime Stocks & Shares ISAThis broker does not offer Lifetime Stocks & Shares ISA or we have not added it to our dataset yet.

N/A

Lifetime Cash ISAThis broker does not offer Lifetime Cash ISA or we have not added it to our dataset yet.

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Cash ISAThis broker does not offer Cash ISA or we have not added it to our dataset yet.

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Wesleyan Offers

Wesleyan welcome bonus

We're not aware of a welcome bonus for Wesleyan at this time.

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Wesleyan Fees & Review

Stocks & Shares ISA
Junior Stocks & Shares ISA

Stocks & Shares ISA

Fi Score rankingWhere this ISA ranks compared to other ISAs based on Fi Score 44

Fi Fee (£10k balance)(£100k balance)(£500k balance)Our unique calculation for comparable fees across brokers for each account type, based on a 10k100k500k portfolio. Your fees may vary. £120

ISA fee notes ^{1.2% Annual Management Charge is the cheapest option Wesleyan offers. The uncapped fees here are extremely high. Wesleyan also offers an Ongoing Advice Service (OAS), with a 1.7% uncapped annual management charge.}

Minimum account chargeThe minimum amount you need to pay for this Stocks & Shares ISA, excluding account fee reductions or discounts. £0

FX feeThe currency conversion fee when purchasing investments that aren't listed in GBP (£). N/A

In-specie transfersDoes the broker support the transfer of investments? No

^ETFs

Account fee on ETFsThe account fee you'll pay when investing in ETFs. N/A

ETF account fee capThe maximum amount you'll pay in account fees when investing in ETFs. N/A

ETF trading feeThe amount you'll pay to invest in an ETF in this ISA, excluding trading volume discounts. N/A

ETF regular investing feeThe amount you'll pay to invest in ETFs when using an ongoing regular investment. N/A

^{Mutual funds}

Account fee on fundsThe account fee you'll pay when investing in mutual funds. 1.20%

Fund fee capThe maximum amount you'll pay in account fees when investing in mutual funds. Uncapped

Fund trading feeThe amount you'll pay to invest in a mutual fund in this ISA, excluding trading volume discounts. £0

Fund regular investing feeThe amount you'll pay to invest in mutual funds when using an ongoing regular investment. £0

^Shares

Share trading feeThe amount you'll pay to invest in company shares, excluding trading volume discounts. N/A

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The Wesleyan Stocks & Shares ISA allows investors to select pre-built portfolios in mutual funds, offering fractional shares – meaning you don't have to buy whole units, making it more affordable to invest. You're also able to opt for a professionally-managed option. This ISA doesn't offer individual shares, ETFs, commodities, or money market funds.

This isn’t a flexible ISA, meaning you can’t withdraw and redeposit in the same tax year without negatively affecting your annual ISA limit.

In-specie transfers aren't supported, meaning you'd have to convert investments into cash to transfer elsewhere.

Wesleyan ranks 45th by Fi Fee for small investors (£10,000 portfolios), and they drop down to 47th for large portfolios (balances of £500,000). To invest, you’ll need a minimum lump sum deposit of £1,000 or an ongoing monthly investment of at least £50.

1.2% Annual Management Charge is the cheapest option Wesleyan offers. The uncapped fees here are extremely high. Wesleyan also offers an Ongoing Advice Service (OAS), with a 1.7% uncapped annual management charge.

Junior Stocks & Shares ISA

Fi Fee (£10k balance)(£100k balance)(£500k balance)Our unique calculation for comparable fees across brokers for each account type, based on a 10k100k500k portfolio. Your fees may vary. £143

Junior ISA fee notes ^{The Wesleyan Junior ISA allows you to invest in one of six funds (managed by Wesleyan), and the fees work a little different because the platform fee is baked into your investment fund. These are quite high and range from 0% to 1.43% (we've used 1.43% for the Fi Fee because this is basically a global fund). Wesleyan also charges a 3% advice fee with an ongoing 0.5% if you don't opt out.}

ETF trading feeThe amount you'll pay to invest in an ETF in this ISA. N/A

Fund trading feeThe amount you'll pay to invest in a mutual fund in this ISA. £0

Share trading feeThe amount you'll pay to invest in company shares. N/A

Junior ISA account feesThe account fees you'll pay when investing inside a Junior ISA. 0% - 1.43%

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