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Moneyfarm Review

as of 10/09/2018 at 2:54 pm

Holly's View

This service will take you through simple enough risk questionnaire to allocate you into the right portfolio/mix of investments. There are clear projections on what you might make which answers a major question upfront. It’s simple enough to use although our testing found a few teething problems (nothing major). Good for those who want help and who don’t want mountains of investment choice.

Our Rating

Recommended For

Beginner Investor

In a nutshell

Really easy to use

Ready-made options

This is regulated advice

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What to Expect

Investment Choice

Products

Stocks and Shares ISA

Investment Account

Pension

Investments available

Chosen for you

Investment help

Robo advice / ready-made portfolios

The 'Geeky' Details

Provider details

One of the newer so-called 'robo advisers', Moneyfarm is an interesting option for those who don't know where to start and want some advice along the way. You get regulated advice, so after answering a few questions you get a portfolio that matches your needs. You can't pick your own shares or funds so you get one of their own-brand 'ready meals' only.

Still relatively new in the UK, this group started life in Italy and they are gaining traction here. Charges start at 1%, so £10 per year for a £1,000 portfolio.

Important Facts & Figures

Provider Size:

New robo-adviser, also serving customers in Italy

Minimum amounts:
£1 minimum investment
12 month indicative performance:

A medium risk portfolio returned 5.9% in 2017, after charges.

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