Invest with a robo advisor today

What is robo advice?

If you’re looking to protect and grow your money for the future, investing with a robo advisor could be just the thing to help you achieve your financial goals.

Robo advisors provide a low-cost, flexible and efficient alternative to the traditional wealth management industry. This is essential for families that know they want to grow their money, but are too busy juggling the competing priorities in their life.

As investing is personal, you’re more likely to reach your financial goals if your investments reflect you and your family’s needs.

This can be difficult to get right and can be a lot of pressure for those trying to save for their family’s future if you don’t have the right support.

How do robo advisors work?

By harnessing the power of technology, robo advisors automate parts of the investment process. Technology is used to reduce the complexity and lower the high costs often associated with wealth management.

We’ve created an algorithm that will match you to an investor profile in five minutes. All you need to do is answer a questionnaire on your attitude to risk – we’ll do the rest.

Once we know your investor profile, we can pair you with a portfolio that’s built and managed in-line with your appetite for risk. This portfolio is regularly rebalanced to ensure it meets the set requirements of your investor profile.

You can manage your investments online, whether on your computer or through your phone, which gives you the flexibility needed when raising a family.

1. Build your profile

Answer a few simple questions about your investment goals and financial history and we’ll assess your approach to risk.

2. Get matched to a portfolio

Based on what you’ve told us, we’ll match you to a portfolio that suits your appetite for investing and that’s designed to maximise your returns over time.

3. Add funds to your account

Once you are happy with your portfolio it’s time to put money in your Moneyfarm account. This can be done online or via your bank.

Why should you invest with a robo advisor?

A lot of people know that they need to protect and grow their wealth for the future. With low interest rates and high inflation, investing is arguably the best way of making that happen. 

However, just as many people feel locked out of the traditional wealth management industry for a number of reasons: perceived high fees and complexity, lack of confidence, or the feeling that investing is for ‘other people’. Don’t worry, you’re not alone.

Financial services shouldn’t be reserved just for those that have the money to decode it. Financial security is important in an era when we’re getting older but saving less. This is where robo advisors can help - they can offer investing that’s straightforward, easy to understand and not prohibitively expensive. 

We’re proud to disrupt the traditional finance industry by making low cost, efficient and transparent financial services an option for every family that needs it.

Can I invest based on my personal preferences?

Moneyfarm offers a discretionary investment service, which means we build and manage your portfolio for you. Our team of experts work tirelessly to ensure your investments accurately reflect your long-term investment goals.

You know you want to protect and grow your money, but might be unsure how to get there. We join these dots for you by matching you to a portfolio designed for your investor profile.

We believe long-term investing can help you make the most of your money; not only do your investments have the scope to benefit from market movements for longer, but you can even benefit from compounding – which is when your returns earn their own return! This is said to be one of the most powerful forces when it comes to investing.

Whilst we’re confident in the suitability of our financial advice, you might not agree with the investor profile we match you with. If you have any questions, you can always speak to our investment advisers on the phone.