Elson Associates - Investing Via Platform

Invest now - over 5,300 available funds

Most investments today are placed via platforms. Fewer and fewer investors still invest directly with the fund managers - and for good reason - they are generally more expensive and offer less flexibility.

Our duty of care now extends to ensuring you're not paying over the odds for your investments. To this end, we recommend investing via the Fidelity FundsNetwork platform.

Why Fidelity FundsNetwork?
  • Lower charges.
  • Access to a comprehensive range of over 5,000 investment options - including a wide selection of mutual funds, exchange-traded products, investments trusts and company shares.
  • The facility to manage your funds online and switch between funds for free.
  • A significant reduction in paperwork - one consolidated statement covers all your fund investments. Your annual ISA allowance can be split between different fund managers (something you cannot do when investing direct).
  • Probate is far easier to manage by surviving family member(s) - just one company instead of a number of different providers. In addition, all of your platform ISA holdings can simply be moved to your surviving spouse (some direct investment companies do not offer this facility).
  • A transparent charging structure - not always the case with direct holdings.
  • Clients of Elson Associates DO NOT pay the standard investor fee (£45) levied by Fidelity FundsNetwork.
  • The supply of data to us is more reliable. Individual fund managers are outsourcing their administration to third party providers which can sometimes be problematic.
Invest via FundsNetwork
Invest online via FundsNetwork now

Invest online now

Elson Associates offer a range of platforms. Our platforms of choice are Fidelity FundsNetwork and Aegon. If you would like to invest via Aegon, already have investments via Aegon, or are an existing Aegon client please click here.

Benefits of investing via a platform
You get the same benefits as investing with the fund companies, plus:
  • You can invest in 'clean' share class funds which tend to be significantly cheaper than the 'bundled' versions still offered by the fund management companies to direct investors.
  • You can manage your funds online, and switch between funds for free.
  • There is a significant reduction in paperwork - one consolidated statement covers all your fund supermarket investments.
  • Your annual ISA allowance can be split between different fund managers (something you cannot do when investing direct).
  • You can consolidate your existing funds into a fund supermarket account using a free process called re-registration.

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Elson Associates does not offer advice as to the suitability of investments. If you are unsure whether an investment is suitable for you, you should obtain expert advice. Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

Please remember that tax advantages of ISAs may be subject to future statutory change. Eligibility to invest in an ISA and the value of tax savings will depend on individual circumstances.

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Elson Associates plc, 5 Queen Street, Kings Hill, West Malling, Kent, ME19 4DA | Freephone: 0800 0961111

Authorised and Regulated by the Financial Conduct Authority

Registered in England No. 3595128