You should be able to find this in your annual statement that you receive from your financial adviser or the company that you are saving / investing with. Alternatively, if you are on a digital platform you should be able to get your latest valuation from there.
You may have a set time in mind to cash in your investments/pension, such as retirement or saving for a specific goal/event.
Your adviser should disclose their annual fees for ongoing advice, usually as a percentage of the value of your investment or as a fixed fee. Please select option and use slider to set amount.
The Financial Conduct Authority (FCA) recommends that quotations for investment or pension products are made using made using low, medium and high growth rates of 1.5%, 4.5% and 7.5% pa respectively.
Our calculator uses a medium assumed growth rate but you can change this to a low or high rate to see what the impact would be at these levels.
An adviser may have quoted for their initial advice as a percentage of the amount you are looking to invest or as a fixed £ fee. Please select option and use slider to set amount.
An adviser should have quoted for ongoing advice as a percentage of the value of your investment or as a fixed £ fee. Please select option and use slider to set amount.