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Robo calculator2022-08-11T14:24:27+01:00

Ready to invest

Robo-Calculator

Welcome to our robo-adviser calculator. It's time-consuming to research and find robo-advisers that tick all your boxes, so this calculator has been designed to do the heavy lifting for you. We’ll ask you a few simple questions to help you find the best robo-adviser for your circumstances.

We have independently researched these providers and know what they can do for you as well as how much they cost. But it's not just about price, functionality and service are also important. Some are easy to use and helpful, but they may come with high charges. Others are cheap but might lack something you might need later .

It's great that you've decided to invest but if you have any short-term debts such as credit cards, then it's usually best to pay them off first. It's also a good idea to have at least three to six months' emergency cash set aside in a savings account.

There are no more than 10 questions and they take about a minute to answer.

Are you comfortable making your own investments and taking responsibility for them?
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Do you want somebody to monitor your investment and make adjustments to ensure it performs as you expect?
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A robo-adviser might not be what you’re looking for. If you want to look at DIY investment platforms please check out our Platform Calculator.
Would you prefer someone to manage investments With You or For You?
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Would you like to find a robo that provides solutions for specific investment objectives? Eg retirement, school fees etc.
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Are you investing for your children? Some robos have Junior ISAs.
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Do you know how much you would like to hold in different investment products such as ISAs and SIPPs? Don’t worry if you don’t, we can make some assumptions for you.
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Do you want to make a lump-sum investment?
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Do you want a provider that has a mobile app?
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Are you looking for ethical investments?
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Do you want the option of telephone advice?
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