How can you locate the investment platform that provides the greatest customer service? Our in-depth survey gives users the opportunity to share their opinions on their service provider, as well as the costs they incur.

What criteria should I use to select an online investment platform?

It is highly likely that you will require the services of an investment platform when you wish to invest your money on your own without the assistance of a financial expert.

You can purchase and sell funds, shares, and bonds through these one-stop online stores, and you can also manage your investment accounts, such as Junior Isas, Stocks and Shares Isas, or self-invested personal pensions. These shops are referred to as “one-stop” online shops.

Consider the following factors while making your decision about which platform to use:


Some platforms have significantly higher prices than others.

When applied to a big portfolio, even a marginal change in % can result in losses of several thousand pounds. Importantly, costs are deducted from your returns regardless of how well your assets perform.

You will be able to compare the fees of various investment platforms here.


Do you have an interest in purchasing shares of a company or making investments in a variety of funds? Or are you looking for starter portfolios that are already put together?

Read the reviews of each particular investment platform that we offer to get an idea of what’s available.

You can also read our advice for newbie investors if you are unsure what types of investments you should be making.


Do you want real-time news on investments, calculators, and the ability to track your portfolio?

These tools may prove useful to you if you are an experienced trader who makes frequent transactions.

If, on the other hand, you already have a portfolio of funds that you plan to keep for a few years, you could save money on fees by choosing a platform that has fewer extra features than others do.

We polled hundreds of actual customers of major investment platforms and asked them to score the platforms’ services based on a variety of criteria, including customer service, online functionality, transparency of fees, and overall cost-effectiveness.

Our research includes both user ratings and an examination of the fees charged by major investment platforms. Some of these platforms include Hargreaves Lansdown, Vanguard, AJ Bell Youinvest, Fidelity, and Halifax Share Dealing, amongst others.

Who are the Providers That Come Highly Recommended?

We only give our coveted Recommended Provider certification to those businesses that provide services of the highest possible quality at an affordable price.

Should I go with the investment platform that’s the least expensive?

Cost is an important consideration, even if customer happiness is one of the most important criteria to look for when choosing the best investing platform to meet your requirements.

Investment platforms levy a variety of costs, ranging from flat fees expressed in pounds and pence to fees expressed as a percentage of the total amount you have invested in their platform. Some people do both at the same time. When you trade funds or shares, you will typically be subject to transaction charges as well.

If you already invest using a platform, you might want to think about switching to a different one in order to maximise your savings.

We have done the math and are now going to show you, in pounds and pence, how much it will cost you for a variety of different sized portfolios. Learn more about the various fees associated with investment platforms by reading our guide.

And if you intend to draw an income from your pension by way of a drawdown plan implemented on an investment platform, we’ve already done the legwork so you don’t have to worry about it. More than 20 different organisations’ pension drawdown fees have been analysed and compared by our team, including several of the investment platforms discussed in this piece of research.