Our services

Find your route through the maze of investments, flex your financial muscles without spending a penny, and access all your investments in one place.

Navigate the world of personal investing with our easy to use explore tool

: explore

Navigate the world of personal investing with our easy to use : explore tool. Browse Funds, Shares, Investment Trusts, ETFs and pick the options that will help you achieve your goals.

Filter your search down from the hundreds of investment options open to you. Review performance data, Annual Reports, Factsheets and KIIDs. Make a path through all the potential investments and start to own your financial future.

Compare your options
Browse products
Seek help if you need it

: play

Get some valuable investment practice in without spending any money. : play is our investment simulation tool that lets you trade with up to £10,000 of virtual money on live funds.

Build a portfolio, track your investments and gain essential expertise before you reach into your own pocket.

Get instant access to our latest fund research
View your portfolios and progress 24/7
Connect and compete with friends and family
Register for free
Invest in a risk free environment with our virtual portfolio tool
Keep on top of your investments with a regular review

: review

Whether you have a Stocks & Shares ISA, a GIA or a SIPP, you can view details of all your investments with one simple login. You can also add funds held elsewhere and view all your investments in one account, wherever they may be held.

You’ll be able to see details of your investments 24 hours a day and review their performance with the ‘Portfolio Scan’ tool, helping you bring your finances into your everyday life.

Register for free
Access our latest fund research
Manage your account online

: invest

Whether you want a simple way to buy and sell your investments online, or you just want to hold your entire portfolio in one place, the Willis Owen : invest Platform is for you.

Choose from our range of accounts and investment types and switch your investments around without dealing with multiple fund managers or paying high charges.

Access our low cost investing
Manage all your investment in one place
Pay no ISA or GIA account set up fees
Manage all your investments in one place
Manage your Cofunds investments online

Cofunds investor

Cofunds provides you with a convenient, single view of all your investments, so it’s easy for you to take advantage of their full range of products including; ISAs and Investment Funds, without the hassle of multiple statements. You also receive access to an online valuation and trading service, allowing you to buy or switch at your convenience.

Whether you wish to transact online or by post, Cofunds enables you to make that choice. There is a cost premium compared to using our online-only : invest solution the Willis Owen Platform.

All your investments in one place
Flexibility to choose both online and paper-based investing
Cut down on paperwork

Related content

Help with investing

Take a look at our helpful investment articles to get a head start on your financial journey.

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Products

Find the right product to hold your investments.

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Contact us

Plain English, pressure-free expertise. Our Customer Service Team are always happy to help.

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