Wealth management for your future
The right assets. The right advice. The right tools. All at the right time. Our investment strategy is tailored to your profile and laser-focused on giving you a simpler, smarter investing experience.
Three ways we meet your investment goals
We select a range of asset classes, geographies, and currency exposures to minimise risk and maximise growth.
Anything you pay on your investment eats into your returns, so we work to keep costs low and quality high.
We combine strategic allocation with tactical adjustments to stay on top of market fluctuations and plan for the future.
Our experienced investment team manage your portfolio for you, regularly making strategic adjustments and rebalancing whenever necessary to optimise returns whilst protecting against losses.
We constantly monitor our portfolios, tracking the performance against the goals of our investor profiles to ensure they stay on track, so you don’t have to.
Get started with our wealth management services
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.Start a Pension Find out more
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.Start an ISA Find out more