Entry level investments

Managed Direct

Our Managed Direct service is an easy, low cost way in to the world of investment.

WMG Managed Direct is an online service aimed at entry-level investors who want to self-invest in a safe and secure environment. You get reassurance from knowing that the big decisions as to where to invest and which assets to buy are taken care of by an investment manager with proven experience and expertise.

You can invest as much or a little as you wish on a one-off or regular monthly basis to suit your budget, and can even transfer in existing poor performing investments you may have with other providers such as bank ISA accounts or Personal Pensions. Please note under existing pension rules pension transfer above £30,000 in value cannot be transferred without advice. If you have any doubts please just contact us for further guidance

WMG Managed Direct uses the expertise of Intelligent Money - one of the UK’s most innovative pension providers. Intelligent Money is regulated and authorised by the Financial Conduct Authority.

WMG covers the cost of bringing this low-cost service to you with an annual support servicing charge of 0.5% per annum.  This means for example if the value of your investment is £5,000, the charge for the platform would be £25.00 and if in the second year your investment grew by 5% to a new value of £5,250 the charge in the second value for the cost of the platform would be £26.26. You will be asked to confirm your acceptance of this charge as part of the online process.

Additionally, Intelligent Money needs to make its own charge to for providing the fund management which is also explained in the application process. Simply click below to get started.

Visit Managed Direct