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Simplified Advice Online

What is it

This is simply an online investment advice service which asks you a number of questions to understand your investment objectives and risk profile to then allocate you to a suitable portfolio of investments that are managed by us on an ongoing basis as your appointed Discretionary Investment Manager. You don't have to worry about the headache of picking individual investments - we do that for you. You benefit from our investment expertise to meet your financial goals. 

The advice service does not offer a full or broad assessment of your financial situation or consider any existing investments you may have. It is provided for individuals who wish to self serve and have decided that they do not want a full advice service. This service provides simplified investment advice which means it is limited to the specific amount of money you are investing through this service. It is a low cost way for you to invest your capital, or make regular savings, taking into account your investment objectives and the risk you are willing and prepared to take. 

The service offers the ability select your investment portfolio within the following wrappers / accounts:

  • General Investment Account
  • Stocks & Shares Individual Savings Account (ISA)
  • Self Invested Personal Pension (SIPP)

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