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.
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 use our own world-class algorithms and 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 Moneyfarm’s 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.
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.
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.
As part of the Moneyfarm advice offering, our suitability algorithm runs every time you make an update, 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.
Our wealth management products
The Moneyfarm General Investment Account takes you closer to your goals. We’ll match you with a portfolio that can help your money grow. You’ll love our low fees and customer service.Find out more
Stocks & Shares ISA
A tax-efficient way to invest, so you keep more of your money and get one step closer to your goals. The Moneyfarm ISA is flexible, transparent and low-cost. You’ll love how easy it is to transfer your ISA.Find out more
Managed transfers, automatic de-risking, and more. Whether you want to supplement a workplace pension, or have multiple pensions in one place. You’ll love how simple it is to plan for your future.Find out more