Our Self Invest Platform

/Our Self Invest Platform
Our Self Invest Platform 2020-04-18T09:06:22+01:00

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 

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