Willis Owen Review

as of 06/03/2020 at 10:25 am

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

You Say

Your overall rating

Based on 41 reviews

Leave your review Have Your Say
View all reviews

What to Expect

Investment Choice


Stocks and Shares ISA

Junior ISA

Investment Account


Investments available

Funds from other groups

Stocks and shares

Investment help

Robo advice / ready-made portfolios

Help building a portfolio

Includes a shortlist of investments

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

If you like this provider, we think you might like

You Say

We Say

The Detail

You Say

We Say

The Detail

Sign up for Holly's blog

Stay up to date

Our free weekly blog with Holly's
no-nonsense opinions, tips & food for thought.
If you change your mind, you can unsubscribe at any time. We'll never share your details and you can unsubscribe any time.