Chelsea Financial Services
Chelsea Financial Services is based in London. It was founded in 1983 by the present chairman, Dr John Holder.
We don't currently rate Chelsea Financial Services in our Customer Experience Ratings.
Investing and pensions
Income Drawdown products (self-invested)
| Annual cost of regular payments (drawdown) | £120.00 |
|---|---|
| Fee for setting up drawdown | £100.00 |
| Charge for taking whole pot under triviality rules | £300.00 |
| Account closure fee | £0.00 |
| Charge for transferring cash to another platform | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Charge for automatic reinvestment | £0.00 |
| Charge for withdrawing your tax-free lump sum | £300.00 |
| Cost of adding funds to drawdown, or reviewing flexi-access drawdown (not capped) | £75.00 |
| Charge for purchasing an annuity | £0.00 |
| Charge for telephone/postal share dealing | |
| Same Day Payment Charge | |
| Cost of receiving paper statements for a year | £0.00 |
Junior Stocks and Shares ISAs (self-invested)
Chelsea Financial Services
Junior ISA
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for transferring cash to another platform | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for telephone/postal share dealing | |
| Charge for automatic reinvestment | £0.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £0.00 |
Ready-made General Investment Accounts
Chelsea Financial Services
Chelsea Financial Services Managed Funds
| Cost (Year 1) i | £873.75 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | £0.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for transferring cash to another platform i | £0.00 |
Ready-made Stocks and Shares ISAs
Chelsea Financial Services
Chelsea Financial Services Managed Funds
| Cost (Year 1) i | £873.75 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £0.00 |
| Is there a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | £0.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for transferring cash to another platform i | £0.00 |
Self-invested Personal Pensions (SIPPs)
Chelsea Financial Services
Self - Directed Cofunds Pension Account
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Charge for automatic reinvestment | £0.00 |
| Charge for transferring cash to another platform i | £0.00 |
| Early Account Closure Fee (12 months or less) | £0.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £0.00 |
| Charge for telephone/postal share dealing | |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for writing to a third party to confirm the value of the account (Including probate valuations) | £0.00 |
Stocks and Shares ISAs (self-invested)
Chelsea Financial Services
Chelsea FundStore Build your own ISA
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £0.00 |
| Charge for automatic reinvestment | £0.00 |
| Charge for transferring cash to another platform | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for telephone/postal share dealing | |
| Charge for selling holdings if not enough money in account to pay other charges | £0.00 |
| Repairing or voiding an ISA, when required under HMRC rules | £0.00 |
| Same Day Payment Charge | |
| Cost of receiving paper statements for a year | £0.00 |