One simple place for your family's investments. Start small, add more later.
0.40% a year, plus fund costs of about 0.12%. No trading fees. No exit fees. Nothing else.
A real product would show real, named professionals. These are sample profiles.
Each month the team checks your mix against your goal, your costs, and anything unusual. Every change is logged with a reason – see "What we did and why".
A real product would be authorised and supervised by the UK financial regulator. Its registration details would be shown here, checkable on the public register. None is claimed in this demo.
A real product would hold your investments with a separate custodian, kept apart from the company's own money, so they stay yours if the company fails. No custodian is named in this demo.
A real product would explain what UK protection applies, and its limits, in plain words.
Investments can fall as well as rise. You may get back less than you put in.
Pick a goal. You can change it any time.
Start with what feels comfortable. You can add more later.
Most people begin small and top up as they get comfortable.
Demo – no real paymentThat's £2.60 a year on £500. We show every charge, in pounds.
Your goal is saved and your first demo deposit is in. Next, see your dashboard.
Alex & Sam · demo portfolio
Your portfolio was reviewed by our investment team on 28 Oct 2026 (demo date).
12 months: you +6.1% · benchmark +6.8% (demo). Judge for yourself.
in the last 12 months, fully itemised
Sample figures. Capital at risk. Estimates are not guarantees.
Adding more earns you nothing extra to pay: fees are shown in pounds before you confirm.
You, after fees +6.1%Benchmark +6.8%
Part of the gap is our fees and fund costs; the benchmark has none. Past results don't predict future ones.
about 0.52% of a £44,000 average balance
Every charge appears here the day it's taken.
Tap a line to see the holdings inside.
Why: Your mix is within its target ranges. No change.
Why: Shares had grown past your target mix, so we brought it back.
Why: Same holdings, 0.05% lower cost. Saves about £22 a year.
Why: Your plan. Spread across funds to match your target mix.
Global shares dropped after news in major economies. Your portfolio fell by a similar amount.
Our team reviewed your portfolio the same day. Your mix still matches your goal and timeframe.
No action needed
Short-term falls are normal. Your goal is long-term, and we'll keep you updated.