Remember the value of investments can fall as well as rise. You may get back less than you invest. On this page we’ll help you understand if Plan & Invest is right for you and how it works. After reading this, if you’re not sure if this service is right for you, you should seek independent advice.
Plan & Invest
Made-for-you investing, made easy. With experts who choose, nurture and adapt your investments to fit your needs.
Plan & Invest
Now is a great time to consider investing to make your money work harder.
And, if you don’t know where to start, or you simply don’t have the time to make your own investment portfolio, Plan & Invest could be right option for you.
Welcome to your digital wealth manager, Plan & Invest, where you leave everything in the hands of our experts. They’ll create and manage an investment portfolio entirely tailored to you and your financial goals.
Plan & Invest has been named as a Rated Provider for Digital Advice by Boring Money 2022.
Why choose Plan & Invest?
Plan & Invest was created for people who want qualified experts to take a hands on approach with their investments, in a truly personalised way. If you’re not sure where to start, or don’t have the time to manage your own investments, Plan & Invest could be the right solution for you.
We take the time to get to know you
You tell us your goal and we’ll tell you how to achieve it. Spend 30 minutes telling us about yourself now and you’ll thank yourself later.
We’ll work out how much you can afford to invest, how much to keep in savings for a rainy day and show you what your investments could be worth in the future.
We treat you as an individual
Because we take the time to get to know you, you can be sure we’re doing what's best for you when we design your Investment Plan.
We won’t pigeon hole you like many other investment providers – we consider over 10,000 investment options when creating your plan to make sure it’s truly tailored to you.
Real people, not robots, oversee your investments
We’re different because although you access it digitally, Plan & Invest has real people managing your investments behind the scenes.
Our experts do use algorithms but they’re also the people who oversee your investments and their performance.
By your side, for years to come
Our team is only a phone-call away and we’re always happy to help.
Your plan adapts as your life changes, so at least once a year, we’ll check in with you to see if anything needs updating.
Disclaimer
This is to inform that by clicking on the hyperlink, you will be leaving Spring Well Bank and entering a website operated by other parties:
Such links are only provided on our website for the convenience of the Client and Spring Well Bank does not control or endorse such websites, and is not responsible for their contents.
The use of such website is also subject to the terms of use and other terms and guidelines, if any, contained within each such website. In the event that any of the terms contained herein conflict with the terms of use or other terms and guidelines contained within any such website, then the terms of use and other terms and guidelines for such website shall prevail.
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