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Your personalised investment proposal

Before you invest, we’ll ask you to complete a questionnaire about your goals, finances and attitude to risk, and we'll provide you with:

  • An overview of your investment

  • Your attitude to risk and capacity for loss

  • A breakdown of how your money is invested

  • Top holdings within your portfolio

  • Historic performance of Click & Invest

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With investment your capital is at risk


Your risk profile

Complete our questionnaire to see which investing strategy we'd recommend, from Defensive (low risk) to Aggressive (high risk).


Your portfolio

Your personalised investment proposal includes an overview of the portfolio you could invest in, created in line with your attitude to risk.


Your investment

Open or transfer an account from £2,500 and your money could be invested and actively managed within just 24 hours.

Your money, working harder

Managed by experts

With leading wealth management resources at our fingertips, you can rest assured that you have access to the very highest quality investment management.

Exceptional asset selection

Our in-house research team has a rigorous and disciplined approach to asset allocation, continually scrutinizing tens of thousands of investment opportunities worldwide.

Market-beating strategies

Designed for growth and built around your financial needs, our strategies truly get your money working harder. You benefit from round-the-clock market monitoring and rebalancing as often as is needed.

Ready to get your personalised investment proposal?