Our loyalty programme offers

Refer friends and family

Each time you refer friends and family, you will both receive a £50 Amazon voucher.

Save while you trade

We will waive your platform fee when you place a chargeable trade in a given month.

Free SIPP

For clients who hold £30,000 or more with us, across your accounts, we offer a free SIPP wrapper (normally £100).

Savings for larger holdings

We offer tiered pricing, meaning you pay less on the additional money you hold with us.

Fee waivers

6 month fee waiver when you transfer £200,000 or more.

Help with your tax return

We will provide you with a comprehensive Capital Gains Report on request.

Keep up to date with offers

Further details on our loyalty scheme

Save while you trade for frequent traders

How does it work?


If you place 1 or more chargeable share trades across any of your accounts each month we will waive the 0.35% platform charge for that month on your stocks and shares holdings (Stocks & Shares Platform Charge normally capped at £240 per annum, charged pro rata monthly in arrears).

Savings for larger holdings

How does it work?


We offer tiered charging:

0.35% per annum on first £250,000 of funds held across all accounts,

0.20% per annum on funds between £250,000 and £500,000,

0.15% per annum on funds between £500,000 and £1m,

0.05% per annum on funds between £1m and £2m,

All fees on Funds held over £2m will be waived. Fund charges are taken pro rata monthly in arrears.

6 month fee waiver on large transfers in

How does it work?


When transferring to us we will waive our platform charge for 6 months on values of £200,000 plus*

*From a single instruction only. Six-month waiver period starts from receipt of the transfer-in request. Please claim this offer by contacting us.

Do you have questions about our loyalty programme?

contact us

Investment involves risk. You may get back less than invested.