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Investment advice

Take the next step on your investing journey, with paid financial advice and a personalised plan from our experts.

With investing, your capital is at risk. We provide 'restricted advice', which means we will only make investment recommendations on the products and services that we offer.

We can help with your investment strategy

One of the most important parts of investing is having a clear idea of what you want to achieve. This is different for everyone, so it's vital that your strategy supports what you're personally working towards. You might have a specific goal in mind, like early retirement or a nest egg for your children. Or you might want to grow your wealth, giving yourself the financial freedom to choose what your lifestyle looks like at every stage. Whether you're new to investing or you've been doing it for years, making sure your strategy is in line with your ambitions is key.

Our financial advisers can help you build that strong strategy, by recommending the right portfolio for your needs, and clearly explaining how to use your tax allowances in the most efficient way. We can also help you decide which investment style and risk level best supports you as an individual. With our personalised advice service, you can make the right moves for long-term success.

Boost your investments with 1% cashback on ISA and pension transfers

Get 1% cashback on transfers of up to £500,000 from ISAs, pensions, Lifetime ISAs, Junior ISAs and Child Trust Funds.

Capital at risk. £10k min. Initiate by 30th May 2025 and keep invested until 30th May 2026. Product rules and T&Cs apply. Compare existing benefits and fees before transferring.

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How financial advice works

It starts with a free consultation

Book in today for a free, no-commitment call to tell us about your current position, get your initial questions answered, and help you decide which level of advice – Core or Enhanced – could be the right fit to help you achieve your goals.

We get to know you better

If you go ahead with our paid advice service, you'll meet with one of our financial advisers. They’ll do an in-depth assessment of your assets, income and outgoings, and calculate the best way to align them with your ambitions. Then, they'll get started on designing your personalised plan.

You get your personalised plan

This will include a comprehensive strategy recommending what to do with your investments, as well as your other assets. Plus, with our Enhanced advice, we'll show you what the future could hold depending on how you move forward with your strategy.

Time to put your plan into action

You'll now have a clear path to help turn your ambitions into reality – and you can always get our free guidance along the way. If within five years you have any life changes or feel it's time for an update, our paid Review service could help. 

Find the right financial advice for you

We've designed our service with all investors in mind – from first-timers to seasoned pros. If you're not sure which level could be the best choice for where you are right now, our financial advisers can help you decide.

Book your free consultation

Core

(inc VAT)

If you're looking to build wealth for the future.

Expert, tailored financial advice.

Our financial advisers get to know where you are and where you want to be, in a way that works for you. We'll then create your personalised plan, recommending ways you could achieve your short- and long-term goals.

Your plan will include:

  • A comprehensive analysis of your income and outgoings, as well as your current portfolio – including any savings, investments, and pensions
  • A recommended path towards your goals
  • The best products to make the most of your available tax allowances
  • A recommended risk level and investment style for your Nutmeg pots

And, our free general investing guidance whenever you need it.

Enhanced

(inc VAT)

For complex finances or if you're near to retiring.

Everything from Core, plus even more.

We'll model and compare potential investing outcomes, helping you see how later life could look depending on the decisions you make. You'll get an Enhanced financial plan, recommending the best strategy to help achieve the future you're aiming for.

A Core plan, plus:

  • Full cashflow modelling to map out different financial scenarios
  • Future income and expenditure forecasting

And, our free general investing guidance whenever you need it.

Review

(inc VAT)

If we've given you advice in the last 5 years.

An in-depth review of your Nutmeg financial plan.

If your situation has changed – like you've had an inheritance – or you need more than our free general guidance to help keep your portfolio on track, a review could help you make the right adjustments.


An updated plan with:

  • A detailed review of your existing financial plan
  • Any recommendations for changes to your risk level, investment style, or contributions
  • A review of your tax allowances and any changes you could make to get the most from them

Why invest with Nutmeg?

Take control

Choose how you want us to manage your investments and which risk profile is right for your goals.

Stay on track

See how much your investments could be worth, and exactly where you're invested with our easy-to-use tools.

Trust the experts

Our expert team will manage your investments for you and keep you updated.

How much could your ISA be worth?

Want to see how much your money could grow over time? No one can predict the future, but our calculator can help you work out what your money could potentially turn into if you invested in an ISA with us.

Try our calculator

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As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Tax rules vary by individual status and may change. If you are unsure if a pension is right for you, please seek financial advice.