Moneyfarm: Investing & Saving

Investing made simple. Use our smart tech combined with top experts to make your investing journey personal and easy. Get started today with only three easy steps: 1. Preview your portfolio 2. Choose the right product for you 3. Relax with active management Whatever your investment goals, whether saving for retirement, your child’s education, or just putting your money to work for a rainy day, we have a wide range of investment products for you. Choose from our range of pensions, Stocks & Shares ISAs, Junior ISAs (JISA) or a General Investment Account (GIA). — Why choose Moneyfarm? — • We’re easy to use Save time and gain peace of mind. Moneyfarm is built for all levels of experience and is great for investors who want to track performance on the go. Our technology is designed to automate your investing experience and allow you to be hands-off if you want to be. Our easy-to-use app allows you to check your investments and keep up to date on your performance anywhere, anytime. You can receive quarterly reports, market updates, and other content directly to your inbox or mobile. • Achieve your financial goals Achieve your investment goals with expertly built portfolios matched to your needs. Let our expert investment team take care of maximising your returns, and use our range of ISAs and Private Pensions to invest in an efficient way. Our low fees are tiered and the fee rate goes down as your investments go up. • Tailored to your needs with a consultant by your side Invest in line with your values by choosing to invest in one of our socially responsible portfolios. We’re also signatories of the Principles of Responsible Investing (PRI). Your recommended portfolios are tailored to your investor profile which our app will help you build. Whether you’re more hands-on or hands-off, our team of expert investment consultants can help guide you along the way. — Our investment products and services — • Self-invested personal pension (SIPP) • Pension drawdown • Self-employed pension • Stock & Shares ISA • Junior ISA (JISA) • General investment account (GIA) — Getting started is easy — 1. Discover your investor profile We want to understand your goals and aspirations and our smart app will suggest a range of portfolio options suited to your needs. 2. Get matched with a portfolio We’ll recommend a globally diversified portfolio that matches your investor profile. 3. Relax with active management Once you’ve funded your account you can kick back and relax while our expert asset allocation team sets your money to work and if you’d like to discuss anything your team of dedicated investment consultants is available to chat whenever you are. *** Our award-winning Moneyfarm investment app offers cost-efficient investments at the touch of a button, complete visibility of your investment account right in the app and an investment consultant at the end of the phone whenever you’d like to talk. Find out what our more than 100,000 investors already know with personalised portfolios matched to your investment goals.