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
Do you want an ‘average’ retirement?
According to a 2018 study by the Office for National statistics , the average weekly household expenditure in the UK was £572.60 per week. That’s £30,000 per year. The current basic state pension is £175.20 [...]
How to gain control over your financial plan…and how to lose it
The world has become quite a toxic place over the last few years. ISIS, Brexit, the Coronavirus, racist issue’s and riots – you could be forgiven for shouting ‘stop the world I want to get [...]
What will the recovery look like?
I attended an investment outlook webinar today with Investec. The focus was on what fund managers believe will be the shape of the recovery so I thought I would summarise their opinions with you. There [...]
How to win in investing by doing nothing.
There’s a lot of advice being given at the moment that the best way to defeat the coronavirus is to ‘do nothing’ - stay indoors, only venture out for emergencies, don’t meet friends, don’t have [...]