Best For Low Cost Advice Award 2026

Who won the Best For Low Cost Advice Award 2026?

The winners are J.P. Morgan Personal Investing, Moneyfarm, Netwealth, and Octopus Money. These providers were selected through independent analysis focused on investors with £50k-£150k investable assets, examining charges, fee structure, level of customer support, range of advice topics covered, quality of help, usefulness of recommendations, whether wider financial situation is considered, eligibility criteria, and overall process ease, plus feedback from over 27,000 real customer reviews.

What are the Boring Money Best Buy Awards?

The Boring Money Best Buy Awards are independent rankings of UK investment platforms and providers, running for 9 consecutive years.

The awards recognise the best providers across multiple categories, including Stocks & Shares ISAs, pensions, digital investment apps, and customer experience.

At the heart of it all, our Best Buy Awards are designed to champion the voice of the consumer and help you make better, more informed choices about investing.

How are the Best For Low Cost Advice winners chosen?

Winners are selected through a comprehensive methodology focused on investors with £50k-£150k investable assets. The assessment examines charges and fee structures compared to traditional advisors, level of support received by customers (digital, phone, or hybrid), range of financial issues covered by advice (not just investments), quality and usefulness of recommendations provided, whether the wider financial situation is factored into advice process, eligibility requirements for accessing services, and overall ease of the advice process.

Winners must deliver professional financial advice or guidance at accessible costs for mid-sized portfolios, providing comprehensive support beyond basic investment selection while maintaining straightforward processes and reasonable eligibility criteria.

Read our full methodology breakdown

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