31 Aug, 2021
Boring Money Review of The Big Exchange
Holly Mackay's View
Aimed at those who want to invest responsibly and prioritise sustainable choices, this platform will offer good research and signpost decent choices which fit your priorities. However, as an investment platform, I worry about its ability to fund ongoing growth and development in line with competitors, and think that people can benefit from the research and insights, but actually invest elsewhere for a better experience.
*This is the view of investment expert Holly Mackay based on her first-hand customer experience as a test account holder. This does not constitute regulated advice. You can read more about Holly's investments here.
Customer Reviews of The Big Exchange
We collect reviews and share feedback from real users to give you the best information about providers.
08 May 2024
I found the website /app really easy to navigate on laptop and phone. Easy to undersand information about funds on the platform to hel[p me invest according to my values, easy to set up my ISA and direct debit with friendly and excellent customer service.
23 July 2022
I love the ethos of The Big Exchange and have a Stocks and Shares ISA with them which was easy to set up and manage. My daughter tried to set up a JSIA recently for my grandson and despite help and trying several times was unable to open the account due to IT issues. Very disappointed and she has now invested that money in Premium Bonds.
13 February 2022
The big exchange are great to bank with. I trust them with my money. Only thing is that the App isn’t always easy to navigate.
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Is The Big Exchange right for you?
Ease of use
Setting up an account with The Big Exchange is not a particularly glossy journey, however it is easy and you are guided through each step. Costs are clear and the process is uncomplicated. The website is easy to use, however can be stifling, specifically in terms of fund research and analysis.
Facts, Fees & Behind the Scenes at The Big Exchange
The logged in experience is smooth, albeit slightly limiting in terms of fund analysis. It clearly shows you your “social passport”, which is a record of your positive financial and social actions. This is a novel concept that aligns well with the company’s proposition. Performance is displayed clearly and is easy to analyse.
What investments are available on The Big Exchange?
Products
Stocks & Shares ISA
Junior ISA
General Investment Account
Investments available
Funds
The 'Geeky' Details
Provider details
The Big Exchange are a unique proposition with a sole focus on sustainability and making a positive contribution to people and the planet.
Investment options have been thoroughly vetted to ensure they align with the platform’s principles, with each fund given an independent rating in the form of a Gold, Silver or Bronze medal. Every investment option needs to prove how it helps people and the planet to be awarded a medal.
Investors can select specific funds that align with their values or choose from one of 3 ready-made bundles that consist of multiple funds which The Big Exchange have selected, each catering to a different risk-appetite.
The Big Exchange charge a platform fee of 0.25% a year, plus fund manager fees, which vary between 0.8% to 1.8% each year. With an average investment charge of 1.2%, a £10,000 investment would cost £12.08 a month, all-in.
