Compare The Platform: Willis Owen

/Willis Owen

Willis Owen

Willis Owen is one of the oldest DIY platforms in the market. Its interface has been given a significant face-lift and its infrastructure was revamped.  It’s well signposted with :explore, :play and :review to help investors find what they want quickly. Lots of interesting research and tools too.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
Research, Tools and Information
Research
Willis Owen covers all the bases with Starter portfolios, recommended multi-asset funds and their Wills Owen Featured Funds.
Data/Tools
Editable recommended fund list, annual reports, investment guides and plenty of research tools to help all types of investors.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
GIA, ISA, JISA (0-£49,999)0.40%
GIA, ISA, JISA (£50,000-£99,999)0.30%
GIA, ISA, JISA (£100,000-£249,999)0.20%
GIA, ISA, JISA (£250,000+)0.15%
Sipp (0-£49,999)0.60%
Sipp (£50,000-£99,999)0.40%
Sipp (£100,000-£249,999)0.25%
Sipp (£250,000+)0.15%
Exchange-traded dealing£7.50 / trade

Compare the Platform Says

Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
3.0
3.0
4.0
3.0
4.0
Good coverage with starter portfolios and a recommended fund listsWillis Owen is competitively priced for mid-ranged portfolios.Fresh new look - Willis Owen re-launched the platform with a simple, clean user interface that is easy to use and understand.