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.