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Willis Owen Review

as of 27/08/2020 at 10:38 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 Pension Rating

Recommended For

Confident Investor

In a nutshell

Wide investment range

Frustrating admin

Nice research and content

You Say

Your overall rating

Based on 42 reviews

View all 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

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:

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