Compare The Platform: Munnypot

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Munnypot

Paying for financial advice is sometimes not an option for investors, but Munnypot provides advice and portfolio monitoring through an online experience. It’s one of a few online providers with an advice service (do it with me) rather than a discretionary service (do it for me).

Following a short questionnaire on investment goals and your attitude to risk, an investment plan is created and a portfolio is recommended.  An initial advice fee is payable. Munnypot offers a GIA, ISA and JISA. the underlying funds are from Vanguard.  On-going administration fees are paid on a monthly basis, on top of platform and funds fees.

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Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPs Junior SIPP Lifetime ISAs Others
Research, Tools and Information

Advice, help and contact

Live chat, phone and email contact available.

Learning

Brief popular investment topics and FAQ sections.

Try it for yourself

Investors can set time frames, contribution rates and risk levels to understand the costs involved and realistic growth.

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
Initial advice fee Scales from £5 - £50 dependent on investment amount
Monitoring fee (monthly) 1.02% (£500 invested ) to ~0.16% (>£950,000 invested). Charges fluctuate over a massive range meaning it\\\\\\\'s not always beneficial to invest more!
Platform Admin Charge 0.11%
Underlying fund charges 0.15-0.22%

Minimum Investments

Lump-sum Top-ups Monthly
£250 £25

Compare the Platform Says

Products & Wrappers Research & Guidance Charges OVERALL SERVICE
3.0
5.0
3.0
3.0
Differs from most online providers as advice is part of the offering. Shame there is no pension.