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Case Study - John and Helen Reid
Computer Consultant/Personnel Manager

"I looked at the UK investment market and thought it could do with a shake-up."

Tom Russell InvestSmart

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"It came as a surprise to us that we were paying a trail commission even though we never received any advice"

John and Helen Reid are both in their fifties. John is director of a computer consultancy business and Helen is a personnel manager for a larger accountancy firm.. They both have personal pensions that they set up many years ago. They also have a £250,000 investment portfolio that they established after receiving an inheritance. They purchased this through an on-line brokerage as they felt comfortable making the decisions themselves.

The InvestSmart difference

It came as a surprise to John and Helen that the full 0.5% trail commission was still being paid to the on-line brokerage, deducted from their funds every year, even though they had not received any advice.

They selected InvestSmart's rebate only service as John Reid is an experienced investor and felt confident reviewing the funds himself.  By linking to InvestSmart their funds benefited from a rebate of £1,062.50 annually. 

 

*Case studies shown are for illustrative purposes only and are based on typical scenarios