Automated advice

Get personalised investment recommendations with our
automated advice solution that will help you invest wisely.

Financial advice for the digital age

These days, more and more people appreciate the convenience of researching and buying products online. Financial products are no different.

If you’re looking for a simple way to invest into an ISA or General Investment Account and don’t want, or don’t have time for face-to-face advice, our automated advice portal ensures your investments are matched to your personal preferences and goals.

Convenient, straightforward advice you can trust

Here’s how automated advice works:

  • You’ll answer some questions about your circumstances and approach to investing to help us determine your investment needs.
  • Based on what you tell us, you’ll receive a restricted recommendation for an appropriate investment, including projections on how it may perform over time*.
  • If you’re happy with the recommendation, you can invest straightaway with secure online payment. Or, if you have questions, you can connect with an expert at the click of a button.
  • Track your investment online or get automatic alerts to see how your investment is progressing towards your goal.
  • Importantly, you’ll benefit from the full protection of regulated advice, safe in the knowledge that you can always talk to us when you have a query or want to discuss other financial matters.

Values can fall as well as rise; you may not get back the capital you have paid in.

Next steps

Head to the automated advice portal that will help you invest wisely. Alternatively, arrange a consultation with one of our personal finance specialists.

Contact us