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Chelsea Financial

Chelsea Financial started life in 1983. It offers a Sipp, ISA and Junior ISA as well as a general investment account.

It also offers its own range of funds and has a huge range of fund and educational material as part of the service.

Chelsea Investment Intelligence
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Available products & wrappers

General investments ISAs Lifetime ISAs Junior ISAs Pensions & SIPPs Junior pensions & SIPPs Other

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
VCTs, EISs, Structured products

Table of charges

Platform charges Product charges Other charges
£0-£250k (Funds) 0.40%
£250k-£500k (Funds) 0.35%
£500k-£1m (Funds) 0.30%
£1m-£2m (Funds) 0.25%
Over £2m (Funds) 0%
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Research, tools and information

Tools and data
Chelsea’s tools are focused on fund selection, and it offers a ratings service, fund selection guides and a wider fund research tool. For clients who want to hand over the investment selection it offers four ready made funds designed by its own in-house research team.

Compare+Invest review of Chelsea Financial

Products & wrappers Investments Research & guidance Charges Overall rating
3/5
2/5
4/5
2/5
4/5

Chelsea Financial Review

Chelsea Financial has a lot of educational material but it is really aimed at investors with a big budget, and are interested in picking their own funds.

What are the investment options at Chelsea Financial?

The investment choices are limited as it only offers funds and more complicated and riskier options like Venture Capital Trusts. That said, Chelsea’s fund research tools and services are very good if you do want to pick your own funds.

Is Chelsea Financial expensive?

Chelsea’s fees are on the higher side unless you invest over £250,000. If you’re starting with less than this, there are cheaper alternatives available.

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