Self Invest Platform
At Ideal we specialise in providing face to face advice and bespoke financial plans to clients with a minimum level of assets. However, we realise that not everyone can afford (or want) this level of service and so we have invested into our DIY investment platform to provide a more affordable entry into the world of investing.
Here are just a few of the benefits of using our DIY platform:-
Lower or No Minimum Balance Requirements –start saving with just £25 per month
Simplicity – our platform makes it easy to set up an individual account, make single and/or monthly contributions, and receive a a portfolio that matches the desired risk set in your investment profile.
Lower Fees – by removing the adviser from this equation our set up fees are minimal. This can be particularly important to those with limited funds, or those just beginning their foray into investing.
Our DIY platform can be the perfect solution for those that want to grow their portfolio of investments independent of the guidance that a financial advisor provides.
Click HERE to get started
Latest from The Blog
The State Pension Tax Merry-Go-Round: Giving With One Hand and Taking Back With the Other
Today’s earnings figures suggest that the new State Pension could increase from around £12,548 a year to approximately £13,037 next April - a rise of approximately 3.9% . That sounds like good news but it [...]
Your Pension May Soon Face Inheritance Tax — Don’t Make This Costly Gifting Mistake
Something changed last year. The government announced that from April 2027, most unspent pension funds will be brought into the value of your estate for Inheritance Tax purposes. For decades, the pension was the great [...]
The Death of the Final Salary Pension — And Why Retirement Has Never Been More Complicated
Your dad probably had one. Maybe your mum. Possibly your older colleagues who retired a decade ahead of you and seemed, in hindsight, remarkably relaxed about the whole thing. A final salary pension. A guaranteed [...]
Prophets, Profits, and the Crash That’s Always Coming
A client rang me recently. Invested his pension with me a couple of years ago. Good man, sensible man. He said, near enough word for word: "Brian, I want you to help me prepare for [...]