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MoneyFarm

Invest in tailored portfolios, manage investments anytime, anywhere with low fees and fast set-up.

Try MoneyFarm free
  • Free plan available
  • No credit card
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What is MoneyFarm?

MoneyFarm is an investment platform that creates and manages personalised investment portfolios for you. After answering questions about your financial goals and risk tolerance, the platform builds a tailored portfolio and handles ongoing management, including rebalancing and tax optimisation. You can monitor your investments through a web or mobile app and adjust your strategy at any time. The service appeals to people who want professional-quality portfolio management without the high fees typically charged by traditional financial advisers. Setup is straightforward, taking minutes rather than days, and the freemium model means you can explore the platform before committing money.

Key features

Personalised portfolio creation

questionnaire-based assessment determines your risk profile and investment objectives

Automated rebalancing

the platform adjusts your portfolio to maintain your target allocation over time

Tax-efficient investing

efforts to minimise tax liability within your portfolio where applicable

Mobile and web access

manage your investments from any device, any time

Low fees

transparent pricing with costs significantly lower than traditional advisory services

Quick setup

account creation and portfolio launch typically completed within minutes

Pros & cons

Advantages

  • Fast to get started; minimal paperwork compared to traditional investment advisory
  • Transparent fee structure with lower costs than many human advisers
  • Automated management reduces the need for active monitoring or trading decisions
  • Accessible to people with smaller investment amounts who might not qualify for traditional wealth management

Limitations

  • Automated advice may not suit complex financial situations requiring personalised human expertise
  • Limited to the investment options within MoneyFarm's universe rather than a fully independent adviser
  • Customer support may be email or chat-based rather than direct phone access with a named adviser

Use cases

Building a long-term investment portfolio without the time or expertise to manage it yourself

Supplementing existing savings with a professionally managed, low-cost investment account

Starting to invest with a smaller amount of capital where traditional advisers have minimum requirements

Managing investments while travelling or maintaining a busy schedule with minimal attention needed

Ready to try MoneyFarm?

Try MoneyFarm free

Pricing

Free

Free

Portfolio planning tools and educational resources; no investment account required

Invested

Percentage-based fee (specific rate varies)

Managed investment portfolio, automated rebalancing, tax optimisation, app access, ongoing portfolio management

Get started with MoneyFarm

Click through to MoneyFarm and start using it now.

Try MoneyFarm free
  • Free plan available
  • No credit card