Can anyone advise of an established UK based investment / financial advisor firm that will manage a simple portfolio of index funds (mix UK, US/Global stocks and bonds) with periodic re-balancing and reasonable annual fees?
Can anyone advise of an established UK based investment / financial advisor firm that will manage a simple portfolio of index funds (mix UK, US/Global stocks and bonds) with periodic re-balancing and reasonable annual fees?
You have quite a choice in fairness...
Hargreaves Lansdown i use for my own SIPP. I wouldn't have them manage it, as you can do that yourself
there are some Robo ones which will be alot less fees but still do the same thing:
Nutmeg and Wealthify
you could use a mutual fund from Vanguard/Fidelity/Blackrock that also do that all for you.
stick it in the fund, and the rebalancing is done for you. choose your own risk profile
presumably this is through an ISA/SIPP?
