Our personalised investment advice service helps you start investing easily, quickly and cheaply and stays with you from start to finish. Knowing what you eventually want to do with your pot of money - your goal - is good. It motivates you and helps you see what it's going to take to fulfil your aims.
But whatever your financial goal, committing to a long-term investment plan can help you reach it. Some investment platforms leave it to you to choose an investment. We do things differently. Knowing your goals and your other key details, we'll advise you on the most suitable investment plan. As part of this we will provide you with a personal suitability report, outlining our recommendation to you.
But whatever your financial goal, committing to a long-term investment plan can help you reach it. Some investment platforms leave it to you to choose an investment. We do things differently. Knowing your goals and your other key details, we'll advise you on the most suitable investment plan. As part of this we will provide you with a personal suitability report, outlining our recommendation to you.
Services
What we do
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We aim to make it quick, easy and inexpensive for you to start investing to reach any goal you have in mind. When you make your investment through an ISA, any profit your investment earns (up to the annual limit) is not taxed, i.e., the returns are yours to keep, free of income tax, for as long as your ISA exists.
About us
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For the majority of potential savers and investors, taking professional financial advice is not an option. Some people don't know where to start or believe they can't afford it: others just feel 'unsure' about seeking financial advice. Even firms offering no-frills, 'self-service' investments can make too many assumptions, overcomplicate the subject or fail to explain things properly.
Our fees
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Because our service a) doesn't involve face to face meetings, b) is completely automated and c) uses passive tracker funds, you can enjoy real value for money investing. Just the one (which can be as little as 5) for setting up your Munnypot account. This covers the advice you received to set up your personal investment plan as well as your suitability report.
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