Find a Wealth Manager in East or West Molesey
| Name | Logo | Minimum | Initial Fees | Ongoing Fees | Customer Reviews | CTA | Tag | Feature | Expand |
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 | Minimum £250,000 | Initial Fees 1%-2% | Ongoing Fees 0.6%-1.5% | Customer Reviews | Featured Wealth Manager | Features:
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 | Minimum £1 | Initial Fees £0 | Ongoing Fees 0.1%-0.45% | Customer Reviews | Features:
| Expert ratingOur expert rating is the average of the areas listed here, each scored out of 5 by our team.
Pros
Cons
See full expert reviewOur verdictMoneyfarm is a digital wealth manager that aims to make personal investing simple and accessible. It was launched initially in Italy in 2012 by Italian bankers Paolo Galvani and Giovanni Dapra and entered the UK in 2016 and has big-name financial backers such as Allianz Global Investors, Cabot Square Capital, United Ventures and Poste Italiane. Is Moneyfarm any good for wealth management?Yes, Moneyfarm is more of a digital wealth manager rather than a robo-advisor as the portfolios are put together by investment managers, rather than automatically. The automation, as it were, is fine-tuning your portfolio to match your risk/reward choices. Unlike with other robo-advisors, with Moneyfarm you can also top up your portfolio with individual shares and ETFs. Fees: Moneyfarm charges 0.75% to 0.6% up to £100k then 0.45% to 0.35% over £100k. Moneyfarm investing account fees are scaled between 0.75% for accounts between £500 and £50,000, then above £100k are 0.45% to 0.35%. Average investment fund fees are 0.2% and the average market spread when buying and selling is 0.10%. Market Access: You can invest in 7 pre-made portfolios, but also (unlike a lot of other digital wealth managers and robo-adviors) also buy individual shares, ETFs, bonds and mutual funds online. It’s a bit of a shame you can’t buy US stocks, But Moneyfarm is best really for setting up regular investments in a GIA, ISA or SIPP, then letting them grow over time without too much tinkering and speculating on Tech stocks. App & Platform: It’s really easy to use, plus it puts you through your paces to make sure you understand what you are investing in. Apparently, my Moneyfarm investor profile is “pioneering”, which means I want to take on more risk for potentially better returns. Customer Service: This is mostly online as you’d expect but solves all issues – I’ve had some good calls with Moneyfarm about how its products work over the years, and its people really know their stuff. If you want to find out more about the ethos, you can read my interview with the CEO Giovanni Daprà on how they are so much more than a robo-advisor. Research & Analysis: Not much to speak of other than a few guides, but that’s ok, as I don’t really want Moneyfarm spamming me with stock trading ideas.
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| | Minimum £100 | Initial Fees £299 | Ongoing Fees 0.75% – 1.15% | Customer Reviews | Features:
| Expert ratingOur expert rating is the average of the areas listed here, each scored out of 5 by our team.
Pros
Cons
See full expert reviewOur verdictOctopus Money starts with a free video chat to explain its service, costs, and build your financial profile. A personalised financial plan costs from £299, with one-to-one sessions focused on your goals and a clear, visual forecast of your finances, alongside practical next steps. For ongoing support, you can opt into regulated advice from around 1.15% all-in. This includes tailored investment and pension recommendations, portfolio management, and continued access to a financial adviser, helping you stay on track and adapt your plan as your circumstances change. Octopus Money Offers Financial Coaching For Fixed FeePricing: The one off fixed coaching fee of £299 is a great way to get started. But if you want ongoing regulated investment advice 1.15% is inline with what traditional wealth managers charge for financial planning. If not, ongoing fees are 0.75% per year. Market Access: You can invest in a pension, stocks and shares ISA or general investment account through 10 different Octopus Portfolios (graded by risk).
App & Platform: Both simple to use. Customer Service: One of the key advantages of octopus money is access to experienced coaches and regulated advisors as and when you need them. Research & Analysis: As with customer service, you get tailised guidence and advice based on your individual circumstances. |
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Please note that by completing this form you will NOT be added to any marketing lists. Your details will only be used for the wealth managers you select to contact you.
