Platform Offering

At Söderberg & Partners Wealth Management we believe in the power of professional financial advice, with a personal touch. We also believe that technological advancements can enhance almost every aspect of the advice process. We are committed to delivering a platform that combines solid market experience, service and operational excellence, with the best use of new technology.

Integrated

A future proofed platform built on a modern API architecture, allowing us to seamlessly add new elements and the best 3rd party solutions.

Efficient

Straight through processing in a fully digital solution. Instant deposits and auto-investment function allowing investments getting to market faster, and contracted settlement for faster switches.

Paperless

Paperless user journeys with no documents or wet signatures required. No more manual processes and burdensome administration, freeing up more time for your clients.

Flexible

With a multi-model approach we allow advisers to hold various investment strategies within the same wrapper type. In addition, we of course offer a flexible ISA.

Cost effective

Increased efficiency allows for lower costs. We offer tiered platform and adviser charging with full flexibility on fees, as well as family linked pricing.

Here for You

The foundation of our offering is, and always will be, personal service. Our Service Centre is with you every step of the way to assist advisers and their clients to get the most out of our platform.
"First-class technology solutions have been key to the success of Söderberg & Partners in the Nordics and we are delighted to bring this approach to the UK. Our overall aim is to reduce the cost of advice and support advisers in delivering excellent service to end clients."
Nick Raine
Chief Executive Officer

Available products

On our platform you can access a suite of tax efficient wrappers suited to your client's individual needs.

  • General Investment Account (GIA)
  • Individual Savings Account (ISA)
  • Junior Individual Savings Account (JISA)
  • Self Invested Personal Pension (SIPP)
  • 3rd party products 

Asset universe

The asset universe available on our platform includes the following:

  • Funds
  • UK Open Ended Investment Companies (OEICs)
  • UK Unit Trusts
  • UK Investments Trusts
  • Exchange Traded Funds (ETFs)

Platform charges

  Total Assets on platform Annual Charge
0-£100k 0.25%
£100k-£250k 0.20%
£250k-£500k 0.15%
£500k-£1m 0.10%
£1m+ 0.05%
  Product Wrapper charge
General Investment Account £0
Flexible Stocks & Shares ISA £0
Junior ISA £0
SIPP Accumulation Fee: 0.05% (£12 + VAT min and £48 + VAT max)
SIPP Decumulation Fee: 0.10%  (£12 + VAT min and £120 + VAT max)
  Investment Charge per trade
Unit Trust/OEIC £0
Exchange traded instruments 0.05%

Contact us

Want to know more about Söderberg & Partners Wealth Management? Get in touch with us!

© 2024 Soderberg & Partners Wealth Management Ltd.

 

Soderberg & Partners Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA Registration Number: 995131). Soderberg & Partners Wealth Management Ltd is a firm registered in England and Wales (Company Number: 14035487). Registered Office: One Temple Quay, Temple Back East, Bristol, England, BS1 6DZ