Compare The Platform: WealthSimple – Socially Responsible

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WealthSimple – Socially Responsible

Wealthsimple, one of the largest robo-advisers in Canada, is a relatively new entrant to the UK market. Following a risk assessment questionnaire, a portfolio is custom-built for you and tailored to your investment objectives. Wealthsimple is a discretionary manager, but also offers advice as a basic account feature.

With Wealthsimple the more you invest, the more benefits you get. These benefits scale up with the amount invested through their different Basic, Black and Generation plans. Within each plan you can invest into ISAs, JISAs, SIPPs and General Investment accounts. Mobile apps are available to keep you up to date on the go.

WealthSimple’s Socially Responsible offering has a minimum investment of £5,000 and charges higher fund charges of between 0.22% and 0.32%.

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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

Advice consultations can be booked.

Learning

Educational videos, resources, a magazine and more.

Further services

Mobile apps

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
£0-£100,000 0.70%
£100,001+ 0.50%
Ave underlying fund charge 0.22-0.32%

Minimum Investments

Lump-sum Top-ups Monthly
£5,000

Compare the Platform Says

Products & Wrappers Research & Guidance Charges OVERALL SERVICE
4.0
4.0
3.0
4.0
A clean, easily-navigated, well designed robo. Could be cheaper. Ethical.