Best For Low Cost Advice Award 2026 | Boring Money
Written by Boring Money
29 Jan, 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.
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.
Best For Low Cost Advice Award 2026 Winners
Winners are listed in alphabetical order.
J.P. Morgan Personal Investing
N.B. Prior to November 2025, J.P. Morgan Personal Investing operated under the Nutmeg Savings and Investment brand.
Moneyfarm
Netwealth
Octopus Money
