Management Fee | Fund Charges | Account type | Account minimum | Investment management | Investment instrument | Rebalancing | Human assistance | Risk management | Access | More information | |
---|---|---|---|---|---|---|---|---|---|---|---|
![]() | 0.7% platform fee (min £70 GIA/ISA min £40 JISA) | 0.23% fund management fee | general investment ISA Junior ISA | £2,000 GIA/ISA £100 pm JISA | investment manager | ETFs funds | monthly | yes | client selects one of six risk based model portfolios | desktop, tablet, iOS app | Visit site |
![]() | 1.19% to £100k 0.99% to £250k 0.79% to £500k 0.69% to £1m | 0.7/0.8% | general investment ISA SIPP | £1,000 lump sum £250 pm | wealth manager simplified advice | Collectives - inc unit trusts and OEICs | ongoing monitoring quarterly rebalance | Mon/Fri 8.30am - 5.30pm | Best ideas/positive impact portfolios Low cost portfolios | desktop, tablet, app, telephone | Visit site |
![]() | 0.48% TER 0% on 'Young Investor' account | 0.12% fund management fee | general investment account, ISA, Junior ISA, SIPP | £100 | Model portfolio Custom asset allocation option | ETFs | portfolios rebalance weekly | no | goal based risk management | desktop, tablet, Android, iPhone, Windowsphone | Visit site |
![]() | 0.25% management fee 0.10% product fee | 0.13% max fund management fee | general investment ISA SIPP | £1 | restricted advice - 'money management' | ETFs | yes | live chat online telephone Skype | goal based investing | desktop, tablet, app - iOS and Android, telephone | Visit site |
![]() | 0.75% £10K to £100K, 0.50% £100K+ | 0.25% average | general investment ISA | £5,000 | automated daily investment management | ETFs | daily | webchat | individual, daily ten risk profiles | 24/7 | AI-driven wealth manager. More > |
![]() | 0.95% all in | included | general investment ISA | £10,000 lump sum £50 pm | discretionary wealth management | ETFs | ongoing | five risk adjusted model portfolios | desktop, tablet, android, iOS | Visit the site | |
![]() | initial 0.25% + 0.34% asset management fee | 0.46 - 0.52% fund management fee | general investment ISA | £1,000 | automated investment advice active discretionary management | actively managed funds and ETFs | yes | no | model portfolios and risk assessment | browser based desktop, tablet, mobile | Visit site |
![]() | 0.5% initial | 0.49% ongoing | general investment ISA | £1,000 £50 p.m | advice | HSBC funds | ongoing | chat/telephone | recommended HSBC fund | via online banking and app | Visit site |
![]() | 0.65% up to £50k 0.35% £50k to £250k 0.1% over £250k | 0.20% 0.06% market spread | general investment ISA SIPP | £250 per account type £50 p.m | investment manager | iShares ETFs | yes quarterly | yes telephone webchat/community | five risk based portfolios cautious to aggressive annual risk review | browser based | Visit site |
![]() | 0.45% | 0.17% 0.04% market spread | general investment ISA business | £2,000 | discretionary investment management | ETFs | ongoing by exception | email telephone | risk adjusted model portfolios | browser based iOS/Android app | Visit site |
![]() | £1 pm per account 0.43% robo fee | 0.23% fund charge | general investment, ISA, JISA LISA, SIPP | £1 £8 pm | automated investment management | ETFs | yes | app chat academy | three risk adjusted investment options | iOS/android app only | Visit site |
![]() | 0.7% <£20k 0.6% £20k - £100k 0.5% £100 - £500k 0.4% £500k + | 0.30% fund management fee 0.09% market spread | general investment ISA SIPP | £100 £100 pm if < £5k | automated investment advice advice available | ETFs | yes | live chat telephone | twelve risk adjusted portfolios | desktop, tablet, iOS, android apps | Full review Visit site |
![]() | £69 initial advice 0.7% ongoing advice | 0.3% ongoing discretionary management min £3/month £99 set up pension | general investment ISA SIPP | £1,000 £50,000 considered viable | hybrid | managed portfolios - ETFs and actively managed funds | yes | limited personal advice | model portfolios and risk based | browser based | Visit site |
![]() | Initial advice £5 - £500 Platform fee 0.11% Sliding monthly monitoring fee | 0.22% max | general investment ISA JISA | £250 lump sum £25 per month | automated | ETFs | yes | WhatsApp-style chatbot | Vanguard Lifestrategy funds | 'mobile first' technology, online | Visit site |
![]() | 0.35% | 0.6% 0.07% | general investment ISA JISA | £50 £50 pm if < £5,000 | online investment service automated advice | Natwest investment funds | yes | email telephone | five risk adjusted funds | online app | Visit site |
![]() | 0.65% > £250k 0.5% > £500k 0.35% £500k > | 0.3% 0.0%% trading cost | general investment ISA JISA SIPP | £50,000 £5,000 if invited to a network | investment management financial advice | ETF UT/OEICs | yes | email telephone tied advice | seven risk managed portfolios | online app | Visit site |
![]() | Fixed portfolio 0.45% <£100k, 0.25% beyond. Fully managed and Socially responsible 0.75% < £100k, 0.35% beyond. | 0.17% fixed 0.19% average 0.32% socially resp | general investment ISA SIPP JISA LISA | £500 per pot Min £100 per month <£5,000 invested. Pension £5,000 min | discretionary management investment advice | ETFs | yes | live chat telephone | five risk rated portfolios | browser based, tablet, mobile, app | Full review Visit site |
![]() | 0.25% platform 0.10% product | 0.15/0.17% | general investment ISA SIPP | £1 £! pm | automated investment financial advice | ETFs | yes | webchat education | three risk adjusted portfolios | online app | Visit site |
![]() | £1 pm fee 0.15% | 0,22% basic 0.32% technology 0.8% emerging markets 0.9% ethical | general investment ISA | £1 | savings and arranging investment | ETF | yes | FB Messenger live chat | Conservative/balanced/growth portfolios Thematic | app connected to bank account | Visit site |
![]() | £20 suitability test 0.35% | 0.34/0.49% | general investment ISA JISA | £500 £100 if committed to £100 pm | digital investment adviser | Santander mulit-index funds | yes | telephone online | four risk adjusted funds | online banking app | Visit site |
![]() | 0.59% p.a. | 0.16% 0.16% trading fees | general investment ISA SIPP | £10,000 £100 top ups | discretionary wealth management financial advice | ETFs | yes | online agent telephone live chat | individually and dynamically managed portfolios, risk assessment | desktop, tablet, iOS, android | Full review Visit site |
![]() | £1 pm to £1,000 0.75% £1,000 > | 0.2% - 0.5% | general investment ISA | £25 pm | discretionary management | funds | yes | online telephone chat | mix of sixteen investment funds | online app | Visit site |
![]() | TBA | general investment ISA SIPP | none | automated | stocks ETFs | yes | no | model portfolios and risk management | Visit site | ||
![]() | 0.7% | 0.3% product 0.14 - 0.2% trading fees | general investment ISA | £5 | automated investment management | ETFs | yes | live chat online telephone | four positive impact portfolios - climate change, disruptive technology, equality and combination | online iOS/android app | Visit site |
![]() | 0.4% management fee | 0.76% fund charge | general investment ISA SIPP | £1 | active portfolio management | portfolios of active and passive funds | yes | yes, email, online, telephone | five risk based portfolios from active to aggressive | desktop, tablet, app | Visit site |
![]() | initial 0.25% 0.75% asset management fee | 0.22% fund management fee | general investment ISA | £1,000 or £100 per month | automated personal discretionary management | passive funds | yes | simplified personal telephone advice | model portfolio and risk assessment | browser based | Visit site |
![]() | 0.7% < £15k 0.6% > £50k 0.5% > £100k 0.4% £100k > | 0.22% ave 0.07% transaction fee | general investment ISA JISA | £1 | automated | ETFs and mutual funds | yes | limited personal advice live chat | model portfolios and risk assessment | desktop, tablet, mobile app | Full review Visit site |
![]() | 0.7% >£100k Wealthsimple Black 0.5% £100k+ | 0.18% 0.23 - 0.32% socially responsible | general investment ISA JISA SIPP | £1 | automated investment management financial advice | ETFs and passive trackers | yes | Yes - free portfolio review | three risk managed portfolios - conservative, balanced, growth | desktop, tablet, iOS, Android | Visit site |
![]() | 0% to £,1000 £1 pm + 0.45% £1,000 + | 0.07 - 0.7% | general investment ISA | £10 | thematic investment | ETFs | yes | social media | theme based ETFs based on individual interests | app based | Visit site |