Services

At FDD we offer a high quality, low cost investment dealing and administration service. Our service is specifically tailored for those who seek to make their own choices without any third party advice.

Services

Our aim is to help you choose a better investment at a low cost. We have a simple tiered annual Service Charge and no upfront costs. In addition we provide a range of tools and information to help you construct and manage your portfolio.

Our First class Funds List filters down the more than 3,000 funds available to a more manageable number of around 130.

Membership of our Premier Club, available for free to all clients on the Cofunds platform, provides a six monthly overview of your investments.

You can search and compare all the funds using our Fund Hub interactive facility

Our Knowledge Centre provides useful calculators to work out what you need to save or for how long, as well as investment guides and videos from fund managers. We also have a growing list of tutorials, showing you how to make the most of the facilities on the website.

You can set up online access to your portfolio through our bespoke Cofunds Portal.

Not only can you see the value of your investments whenever you want, you can also make new investments or switch funds, free of charge, at any time. You will also get access to a full transaction history of your portfolio, including details of income payments to you and copies of important correspondence from Cofunds.

Products

We provide access to over 3,000 UK Authorised Funds on the Cofunds Investment Platform.

You can access these as:

  • ISAs (Individual Savings Accounts)
  • ISA Transfers
  • Unwrapped Funds (Unit Trust & OEICs)

We can also arrange:

  • Personal Pensions, including SIPPs
  • Structured Products
  • Life Assurance & Annuities

Charges

We are able to offer our low charges because we do not provide advice and deal in volume. We are also able to use our bargaining power to negotiate lower charges from the product providers and investment platforms - all of which we pass on to you.

Our tiered Service Charge starts at just 0.45% p.a. and goes as low as 0.25% for investment accounts over £250,000. See our Charges Schedule for full details.