Empower Your Wealth
Transforming financial education through personalised coaching and expert guidance for self-managed investing.
Educational Workshops
Join our workshops designed to provide essential knowledge and skills for effective money management.
Portfolio Analysis
Objective analysis on your current investment solution, looking at allocation, cost and performance.
From: £395 Per Report
Personalised Coaching
Receive tailored coaching sessions to enhance your financial literacy and empower your investment decisions.
Our Pricing Compared
In the UK, clients typically pay 0.75 to 1% of their wealth annually to a Financial Adviser. For an investment of £500,000, this amounts to £3,750 to £5,000. This fee generally covers an annual review and limited financial advice, along with communications like monthly market commentary.
We advocate for proper financial advice when necessary, particularly during pension consolidation or wealth transfer. However, we believe that while clients are building their wealth, the most crucial element is the investment strategy
In addition to adviser fees, clients must also cover investment fees, which may include charges for underlying funds/models, transaction costs, management fees, and platform/custody fees. Assuming these average another 1%, a client with £500,000 invested could be paying a five-figure sum each year for wealth management.
Invesdi Coaching Plan
Bronze Plan:
£600 Per Year
One drafted plan and guidance as to the options to implement the strategy (reviewed yearly)
A digital meeting held annually at your convenience
Access to your coach for up to 6 emails if required
Regular content tools and guidance from our website
Silver Plan:
£900 Per Year
One drafted plan and guidance as to the options to implement the strategy (reviewed yearly)
Two digital meetings held each year at your convenience
Access to your coach for up to 12 emails if required
Regular content tools and guidance from our website
Gold Plan:
£1,500 Per Year
One drafted plan and guidance as to the options to implement the strategy (reviewed yearly)
Quarterly digital meetings held each year at your convenience
Access to your coach for any queries throughout the year
Regular content tools and guidance from our website
Invesdi offers guidance but not advice. Coaching remains unregulated by the UK's Financial Conduct Authority (FCA).
If we believe that your circumstances warrant a discussion with a Financial Adviser, we will be able to recommend an Independent Financial Adviser (IFA)
"Our gold plan could offer savings of around 60% compared to the average UK advice fees annually."
Invesdi transformed my financial understanding, empowering me to manage my money confidently and effectively.
Richard M.
★★★★★