Your path to financial freedom starts here
&me gets to know you before recommending how to invest.
With investment, your capital is at risk and you may get less than what you invested.
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Getting to know you
The secret sauce when investing is setting goals and understanding what you want to achieve with your money.
We’ll ask you a few simple questions: What’s making you consider investing? Ideally, how long do you want to invest for? What amounts are you thinking of?
It’s all simple stuff, but these details help us get a handle on your ambition for your money and a better insight into how you could start investing.
Discovering your investment style
With investing, we each have different financial needs, personal goals and attitudes towards risk.
An important part of our role is to discover how you’ll feel about seeing your investment value rise and fall. Doing so allows us to suggest a portfolio that matches your feelings about investment risk.
After a few simple questions, you’ll uncover your investment style and see how we recommend accepting a suitable level of investment risk to achieve your goals.
Setting up your investment
After getting to know your goals and discovering your investment profile, we’ll match you with one of our six &me portfolios.
Now you’re ready to select the type of account you want to use, such as a Stocks and Shares ISA or a Personal Pension, to get going.
Then, the only thing left to do is feel chuffed with yourself and tick ‘start investing’ off your to-do list.
time With no commitment to invest, see how &me could grow your money and help you feel invested.
With investment, your capital is at risk and you may get less than what you invested.
You’re not alone
We’ve waved goodbye to jargon and cut the investment techno-babble as much as possible, but there’s nothing quite like knowing you can also reach out for help.
When you invest with &me, you get access to a team of dedicated &me consultants. Easily get in touch through the app to ask questions and feel confident when investing.
And best of all, this service is included in your overall fee, so there are no hidden costs.
Invest with the world in mind
Investing is about choice. With our “Targeted Range” of portfolios, your money supports a more sustainable future for the planet, our society, and those we love.
When investing with us, your money is placed into a portfolio to help it grow. Each portfolio contains a mix of funds, hand-picked using M&G Wealth’s investment expertise. These funds invest in hundreds of companies from around the world.
Our Targeted Range of portfolios gives you the power to know that your money is being invested only in companies that meet the strictest environmental, social, and governance standards.
MFM Investment Ltd. is a signatory of:
Start investing with
With no commitment to invest, see how &me could grow your money and help you feel invested.
With investment, your capital is at risk and you may get less than what you invested.
Tax treatment depends on your individual circumstances and may change in the future.
