.

How much do you have to invest?

Adjust the slider or manually enter the value in the box.
£

What account(s) is your money in?

ISA
is a tax-free account and the usual starting place
%
SIPP
is a DIY pension you can manage online
%
JISA
is an ISA for
the kiddies
%
GIA
is a general investment account
%
ISA
SIPP
JISA
%
Split is defined as a %, totalling to 100%
More experienced investor? Planning on trading a lot?
Feel free to tweak our assumptions on trading and holdings.
Reset
X
How much is in funds vs shares?
How much of your total investments is in funds vs shares, this is across all accounts selected.
How many trades do you make a year (funds)?
Total number of fund trades made a year across all accounts
How many trades do you make a year (shares)?
Total number of share trades made a year across all accounts
How many funds do you invest in monthly? (regular)
The number of funds you invest in on a monthly basis (regular investing)
How many shares do you invest in monthly? (regular)
The number of shares you invest in on a monthly basis (regular investing)

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Your Results

Expect the 'ready-made' robo advisers Platform to cost more - they're all inclusive products.
You may prefer a 'ready made' approach in which case a 'robo adviser' (as shown by Platform) could suit. These guys include the costs of admin and all investments in their charges.

If you prefer picking your own investments, then check out the DIY platforms (as shown by Robo-advisor) – they will look cheaper here but don’t forget to factor in the costs of any investments you pick. As a guide you might work with 0.75% as an estimate of using managed funds.

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Filter By:
All
Best Buys
Ready-made
DIY
Company
Type
Platform
Ready-made: These options are all-inclusive so the costs include both the underlying investments and the admin / service fees. Easier for beginners and less hassle to maintain.
Robo-advisor
DIY: These services allow you to pick and mix your investments. Suits more confident investors. Costs are for admin / service fees only – the investment costs depend on what you pick & aren’t included here.
Recommended
Recommend (Based on user likelihood to recommend as shown in our Best Buy tables)
We Say
Our rating (Our independent rating out of 5 as shown in our Best Buy tables)
TOTAL
76%
TOTAL
16%
TOTAL
48%
TOTAL
52%
TOTAL
85%
TOTAL
67%
TOTAL
60%
TOTAL
78%
Interactive Investor - Investor
TOTAL
70%
TOTAL
89%
TOTAL
80%
TOTAL
90%
TOTAL
82%
TOTAL
85%
TOTAL
83%
TOTAL
89%
TOTAL
100%
TOTAL
80%
TOTAL
100%
Interactive Investor - Funds Fan
TOTAL
70%
Interactive Investor - Super Investor
TOTAL
70%


The boring disclaimer bit: This is a free resource for our readers. We’ve tried really hard to ensure that these calculations are correct and can promise you there’s no monkey business or favouritism going on. But please don’t rely on these calculations without double checking yourself. If you do think you have seen an error please contact calculator@boringmoney.co.uk and help us to make this better