Ready made portfolios, ready to go
Use our simple online sign-up and take your pick from our plans. Invest in an ISA, Junior ISA, pension or general investment account. If you need any help, give us a call.
Future Leaders
Combines the growing preference for socially responsible portfolios with the increasing popularity of low-cost passive funds.
This strategy invests in well-run businesses, showing leadership within their sector in managing relevant environmental, social and governance (ESG) risks, and that avoid the most controversial sectors (armaments, tobacco, gambling). This is complemented by the addition of sustainable themed funds targeting specific positive impacts.
Positive Impact
Our flagship impact investing strategy, designed around the UN Sustainable Development Goals.
This strategy selects funds that invest in companies helping to tackle social and environmental problems, while avoiding sectors such as tobacco, armaments, pornography and gambling.
Climate Action
Align your financial goals with the global effort to reduce climate change risks and reach net zero.
It's called Simply for a reason
The perfect way to kickstart your future
All you need to start is a £50,000 lump sum or a £1,000 monthly commitment.
Consolidate your investments
It’s easy to pool any pockets of savings together in one place for convenience and flexibility.
The Simply way to go
We’ll do the management for you. It’s easy to get started and easy to keep track of how your money is performing.
Step 1 - Let's get started
Our online and telephone investment service is for individuals who don’t need a full financial plan. You can invest entirely online by completing our investment questionnaire. We’re also happy to talk you through it. It’s simply super-convenient.
Step 2 - We make a recommendation
We’ll help you choose the right investment strategy for you. We’re qualified financial advisers. We’ll track your performance and monitor your progress. And we’ll make sure you never risk more than you can afford.
Step 3 - We invest for you
Our investment team will build and manage a portfolio on your behalf. You’ll never have to worry about what markets are doing, or when to buy or sell. You can check how your investments are doing, online 24/7. And we’re always here to talk if you need to discuss anything.
Feeling adventurous? Balance is best? Proceed with caution?
Pick your level of risk. Buy into any portfolio at the risk level you’re comfortable with.
Cost of online individual Saving Accounts (ISAs) and general investment accounts (GIAs)
Strategy
Up to £100,000
£100k - £250,000
£250k - £500,000
£500k - £1m
£1m+
Fund charges*
All portfolios
0.99%
0.83%
0.66%
0.58%
call to discuss
0.25% - 0.6%
* All prices exclusive of VAT and MIFID II charges. Fund charges may vary slightly based on the funds in your portfolio.
We're here for you
Our qualified advisers are just a click away to answer questions and discuss your needs & financial goals.
Phone
Our qualified advisers are just a phone call away on 020 7488 7171 or let us give you a call back at a time that works for you.
In Person
Let’s meet face to face. Make a booking with an adviser in London, Brighton or Kent.
