Our new Wealth tiers are a service designed to grow with your evolving needs. Designed for our multi-product environment, it provides greater clarity on the services we offer and the associated fees, helping you understand more clearly what you are paying for.

Our new Wealth tiers are designed to be fair, clear, and rewarding. Recognising that as your financial portfolio grows (in value and complexity), your needs do too. Moneyfarm and our advisers will provide an invaluable partner to help you achieve long-term financial goals.

Our Wealth tiers is split into three: Core, Premium, and Private. Each tier offers increasing levels of advice and access – from automated digital advice in Core, to personalised guidance from Investment Consultants in Premium, to a dedicated Wealth Manager in Private. Your tier is based on the amount you have invested, making it easier to understand the service you’ll receive.

We’ve introduced a simpler, more transparent pricing structure with clearly defined fee bands and a minimum platform fee. Fees will be linked directly to the products you have and your investment amount.

As Moneyfarm grows, we want to ensure our pricing is fair and transparent, and that our services evolve to help you build wealth confidently at every stage of your journey. We want to provide clear value and better support, tailored to your investment needs.

Yes. Depending on your Wealth tier, you’ll have access to the right level of human support for you, from our UK-based client services team in the Core tier, to expert Investment Consultants in the Premium tier, and a dedicated Wealth Manager in the Private tier. All tiers benefit from the expertly managed Moneyfarm portfolios, which are regularly monitored and rebalanced.

Your Wealth tier will automatically adjust as your invested assets change. This means you’ll always be in the Wealth tier that best matches your portfolio size and needs, ensuring you receive the right support at every stage.

A minimum platform fee of £1.25 per month applies to cover the essential costs of securely managing your account. This helps us continue to provide a safe, reliable service for all clients, no matter the size of your investment.

Your Wealth tier is primarily determined by your invested assets, so as your portfolio changes, your tier will update automatically. If you want to discuss your service level or have questions about switching, our team is here to help.

You can reach our UK-based client services team via phone, email, or through the app. We’re ready to help with any questions about your account, the new Wealth service, or anything else you need.

Your investments will continue to be managed with the same care and expertise. The new Wealth tiers and pricing simply reflect a clearer, fairer way to align your service and fees with your investments.

Your Wealth tier is determined by the total value of your managed investments held within your Moneyfarm account. This includes all funds in your managed investment portfolios, including ISA, JISA, GIA and SIPP, but excludes any DIY investing accounts or cash-only accounts (Cash ISA). By combining your eligible managed assets, we ensure your tier reflects the full scope of your relationship with Moneyfarm, so you receive the appropriate level of service and support for a competitive fee.

Since we started Moneyfarm in 2012, our purpose has been to make investing simple and accessible, but as your needs have evolved, so too has our commitment to offer more solutions, more personalisation and more value. That’s why we’ve invested significantly to expand our offering, introducing features like DIY investing, pension consolidation and the Cash ISA, alongside a broader range of investment options such as Thematics, Liquidity+ and ESG portfolios.