Investment advice you can rely on

Let us match you with an investment portfolio that’s built and continuously managed to help you reach your financial goals.

Your capital is at risk. Investments can go down as well as up and you may get back less than you originally invested. Read more on understanding the risks

How investment advice can help your money grow

Moneyfarm provides a unique blend of regulated investment advice and discretionary management to give you the freedom and financial confidence to focus on the important things in life.

We pair our own algorithms with the irreplaceable expertise from our asset allocation team to give your money the best chance to grow – whether you’re investing in a Moneyfarm Pension, ISA or General Investment Account.

Why you should count on our investment advice

Investments that reflect you

We guarantee you’ll always be invested in a portfolio that’s suitable for you for as long as you invest with us. You can always trust that our experts have your best interests at heart.

Keep more of your money

We keep costs down so you can keep more money invested and maximise your returns. The more of your money you keep, the quicker you can reach your goals – then everyone’s happy.

Regulated investment advice

Investment advice plays a crucial role in financial planning, which is why Moneyfarm is regulated to provide it. We’re stricter on ourselves in order to provide a better quality service.

Transparent investments

Our Advice Centre makes it easier for you to understand your investor profile and risk appetite, so you can trust your portfolio’s built in the right way to help you reach your goals.

How our investment advice works

We provide you with investment advice for as long as you invest with us. No extra cost, just the promise that you’ll always be invested in a portfolio that’s suitable for your goals.

Match with an investor profile

After completing a questionnaire, we match you to an investor profile based on your personality, financial background, and appetite for risk. This acts like your investor DNA and influences what goes into your investment portfolio.

Investments that reflect you

We match you to a portfolio that’s built by our team of portfolio managers to reflect your investor profile, the amount you’ve invested compared to your current wealth, and your time horizon.

A portfolio that grows with you

Your goals, financial background and risk appetite might change. That’s why our suitability algorithm runs at least once a month, making sure your investment portfolio continues to reflect you and your goals.

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The Moneyfarm Advice Centre

The Moneyfarm Advice Centre makes it even easier to understand the investment advice you’ve been given, and see how this influences your investments.

Our ongoing suitability algorithm a makes sure that you are always matched with the right investment portfolio, every time you make an update to your goals or situation, or every month, whichever comes first. You can then edit your portfolio settings every six months, or your investor profile once a year, at no extra cost.

If any of the adjustments lead to us recommending a different portfolio, you’ll be asked to accept the new changes, so your investment portfolio is always in the best position to give your money the chance to grow.

Talk to an Investment Consultant

Whether you want to talk through recent events on the financial markets, your portfolio performance, or just need some reassurance, our investment consultants are on hand to talk you through every part of your investment journey.

You’ll love our Investment Consultants, who are here to talk you through your portfolio performance in the way that’s right for you.

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Our wealth management services

Pension

Investment advice to rely on. Fully-managed portfolios, simple transfers and more. Supplement a workplace scheme or bring old pensions together. Planning for your future is simple with the Moneyfarm Pension.

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Stocks & Shares ISA

A tax-efficient way to invest in a fully-managed portfolio, Moneyfarm can take you closer to your goals. The Moneyfarm ISA is flexible, transparent and low-cost. Transferring old ISAs to Moneyfarm is easy and free.

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General Investment

Let Moneyfarm’s investment advice match you with a fully-managed portfolio to help your money grow. The General Investment Account takes you closer to your goals. You’ll love our low fees and customer service.

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Start investing with Moneyfarm

Cost-efficient investment advice at the touch of a button, full visibility of your investments, and an investment consultant at the end of the phone.

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