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Willis Owen Review

as of 10/09/2018 at 3:03 pm

Holly's View

As a place to read up on ISAs, pensions, funds and shares, the website is nice. Information is clear and not overwhelming. Will suit those with a mix of investments who are happy with some degree of choice. Administration can be occasionally problematic and we do struggle to make the clear case for what it does better than others.

Our Rating

Recommended For

Confident Investor

In a nutshell

Wide investment range

Frustrating admin

Nice research and content

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Your overall rating

Based on 0 reviews

What to Expect

Investment Choice

Products

Stocks and Shares ISA

Junior ISA

Investment Account

Pension

Investments available

Funds from other groups

Stocks and shares

Investment help

Pick your own funds

Pick your own shares

The 'Geeky' Details

Provider details

One of the long-standing mid-sized platforms. There's a wide choice of investments, including funds, shares, investment trusts, which you can hold in an ISA, Junior ISA, investment account or pension.

Costs are OK, starting at 0.4% for smaller portfolios. There's no pre-made portfolios, so it's more suited to those that know what they are doing.

Important Facts & Figures

Provider Size:

Mid-sized investment platform administering around £1bn

Minimum amounts: £25 minimum monthly amount
£0 minimum initial amount

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