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What we say
Personal investment advice from a Moneyfarm adviser is included in one single fee. Dedicated to you, you can talk anything through with the adviser from your financial plans to market events.
Minimum investment is £500.
Their fees are a bit more complex than others - they have a tiered structure which gets cheaper the more you invest. Starting at 0.75% for anything under £10,000 reducing to 0.35% on anything over £100,000 invested.
Qualified advisers at your fingertips (well, keyboard mainly).
Good if you’d like reassurance that you’re in the right portfolio for your right level of risk.
Easy to use app and pretty slick digitally.
It's investment focussed and they have 7 in-house portfolios they can recommend. Not for share traders, those who want to pick funds, or those looking for broader financial advice across all product sets including mortgages and/or insurance.
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Cost (£10k): £104 (total)
Cost (£100k): £855 (total)