Principle

What this page is — and isn't

  • Educational overview for UK readers
  • Fee transparency and objective criteria
  • No promises of returns; markets carry risk
  • Not personal financial advice
  • Not a recommendation to buy/sell/hold
  • Not tailored to your circumstances
Who should use this?

For research, not decisions

Use this as a starting point to understand public information (fees, areas served, years active). Always verify an adviser's authorisation and terms on their official site before engaging.

Update cadence

How often do we review?

We aim to review the listed information quarterly, or when providers update pricing or disclosures. Details can change; check the provider's official materials for the latest terms.

Comparison at a glance

Data points reflect publicly disclosed information where available. See provider sites for specifics.

Non-advisory comparison of UK investment advisers
Adviser/Firm Focus Areas Typical Fee Range (disclosed) Years Operating UK Coverage Official Site
Hargreaves Lansdown ISAs, SIPPs, managed portfolios Platform + fund fees (see provider) 40+ Nationwide + online Visit website
Interactive Investor ISAs, SIPPs, ETFs, shares Flat monthly fee + dealing (as disclosed) 25+ UK-wide (online) Visit website
AJ Bell ISAs, SIPPs, investing Platform % + fund fees (see provider) 30+ Nationwide Visit website
Fidelity International (UK) ISAs, SIPPs, funds As disclosed on provider site 50+ UK-wide Visit website
Vanguard UK ISAs, SIPPs, passive / ETF Platform + fund OCF (as disclosed) 10+ Online (UK) Visit website

Fee ranges: as publicly disclosed by providers. Verify current pricing and terms directly with each firm.

Calculator and notepad for financial planning
Photo by Micheile Henderson on Unsplash

Our methodology

We review publicly available information and evaluate it against objective, non-personalised criteria. We do not assess suitability for any individual nor provide recommendations.

Criteria
  • Fee transparency (clarity & availability)
  • Customer feedback signals (public reviews)
  • Years operating and UK coverage
Not included
  • No buy/sell/hold views
  • No personal risk assessment
  • No product suitability scoring
Data sources
  • Provider websites and fee pages
  • Publicly available documents
  • General customer review platforms

If a provider changes pricing or disclosures, we update our table accordingly. Always confirm details with the provider.

Important notes on authorisation and fees

Authorisation requirements and advertising rules apply to firms that actually provide regulated investment advice. This page does not provide personal advice and should not be relied upon to make investment decisions.

Fees on this page reflect what firms publicly disclose. They may vary based on portfolio size, service tier, or additional charges.

Piggy bank and savings concept
Photo by M. Creations on Unsplash

Before you engage any adviser

  1. Confirm the firm's current authorisation on the official register and review their terms on their website.
  2. Request a written breakdown of all fees and charges relevant to your case.
  3. Consider your objectives, time horizon, and capacity for loss; past performance is not a reliable indicator of future results.

Frequently asked questions

Do you provide investment advice?
No. This is an educational comparison. We do not provide advice or recommendations.

Do you guarantee returns?
No. Investments involve risk. We do not guarantee outcomes.

How do you rank firms?
By non-personalised factors such as fee transparency and publicly available information. We do not assess personal suitability.

Important disclaimer - not financial advice

The information on this page is general and educational in nature. It does not constitute investment advice, financial promotion directed at any specific person, an offer, or a solicitation to buy or sell any financial product. We do not assess your personal circumstances or recommend any action. Investment values can go down as well as up, and you may get back less than you invest.

We aim to present accurate, up-to-date information sourced from providers' public materials; however, providers may change their fees and terms. Always verify details on the provider's official website and seek advice from a suitably authorised professional before making decisions.

If we include affiliate links, they will be clearly marked; affiliate relationships do not influence our methodology or content.

Publisher identity & contact

Top 5 Investment Advisers

Email: [email protected]

We operate as an independent publisher. We do not provide regulated investment services.

Transparency & editorial policy

  • Clear separation between content and any commercial arrangements
  • Disclosure of affiliate relationships where applicable
  • Prompt corrections if inaccuracies are identified