Moneyfarm is a well-established Italian robo-adviser that launched in the UK in 2016. It offers a discretionary investment service with the option for advice. Following an investor-knowledge assessment and risk profile, you are recommended one of 12 portfolios.
Moneyfarm offers ISAs, SIPPs and general investment accounts. It also has a mobile app.
Visit The WebsiteAvailable products & Wrappers
| General Investments | ISAs | JISAs | Pensions & SIPPs | Junior SIPP | Lifetime ISAs | Others |
|---|---|---|---|---|---|---|
Table of charges
| PLATFORM CHARGES | PRODUCT CHARGES | OTHER CHARGES | |
|---|---|---|---|
| £0-20,000 | 0.70% | ||
| £20,001 - £99,999 | 0.60% | ||
| £100,000-£500,000 | 0.50% | ||
| £500,000+ | 0.40% | ||
| Average underlying fund fees | 0.30% | ||
| Market spread | Up to 0.09% |
Minimum Investments
| Lump-sum | Top-ups | Monthly |
|---|---|---|
| £100, £100 debited monthly if total amount invested is under £5,000 | £100 |
Compare the Platform Says
| Products & Wrappers | Research & Guidance | Charges | OVERALL SERVICE |
|---|---|---|---|
| Good product range. | Plenty of research, advice and guidance on offer. | Tiered charged. Expensive for modest portfolios. | Good product range coupled with useful resources and features. Clean and easy to navigate. |