Compare The Platform: Munnypot

/Munnypot

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 InvestmentsISAsJISAsPensions & SIPPsJunior SIPPLifetime ISAsOthers
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 CHARGESPRODUCT CHARGESOTHER CHARGES
Initial advice feeScales 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 Charge0.11%
Underlying fund charges0.15-0.22%

Minimum Investments

Lump-sumTop-upsMonthly
£250£25

Compare the Platform Says

Products & Wrappers Research & GuidanceChargesOVERALL SERVICE
3.0
5.0
3.0
3.0
Limited product range but does offer Junior ISAs. Investors get access to advice 24/7. Online resources are limited.Advice, platform and investment charges are middle of the road, but not always clear how they tier up or down (eg ongoing advice charge).Differs from most online providers as advice is part of the offering. Shame there is no pension.