Invest knowing that it's right for you

Investing can be difficult and confusing. Our expert advice tells you how you should invest in a way that suits you best.

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Our advice, your decision

We give advice based on what you tell us about yourself in our financial healthcheck, providing you with a recommendation that is personalised to you and your goals.
 
If investing isn’t right for you, we’ll tell you.

If investing is right for you, we will advise which of our investment plans will be most suitable for your goals.

Find out more about the investments we recommend to our customers  

More about investments
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no pressure

Our financial health check is free, you only pay if you start investing. There’s no obligation to invest once you’ve received your advice and if we recommend that you don't invest, we can still help you with your money.   

Either way, by following our advice, you can be confident that you are doing the right thing for you.

Should you invest?

  • Investing isn't suitable or affordable for everyone.
  • You should be sure that you won't need any money you invest for at least 5 years. That's why we recommend having some extra cash savings too.

what investment accounts do we offer?

  • We offer different accounts: stocks and shares ISA, SIPP, and general investment account (GIA).
  • Our advice will tell you which of our investment accounts is right for you based on your goals.

What types of investment portfolios do we recommend?

  • We offer 3 investment portfolios, each with a varying degree of risk. Our portfolios spread your money across a wide range of companies and industries across the world.
  • You should be sure that you won't need any money you invest for at least 5 years. That's why we recommend having some extra cash savings too.

Ongoing advice and support

All customers have access to qualified advisers at any time, so if your circumstances change we can review whether your investment plan is still suitable for you.

You also receive a free annual investment review to keep you on track to achieve your goals.

Advisers available to talk 5 days a week at no extra charge.

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