KlikInvest – Auto Advice Service

THINK WHAT YOU CAN ACHIEVE WITH YOUR SAVINGS.

ACCESS TO AN EFFICIENT INVESTMENT EXPERIENCE FOR YOUR LONG-TERM WEALTH & SAVINGS.


This part of the site allows you to make investments in a range of Accounts. You can open a SIPP, ISA or Investment Account using a simple online application process. Once you have registered you can log in and check your progress, buy and sell investments, and withdraw cash from your ISA or Investment Account.

Please be aware that the price and value of your investment can fall as well as rise, and past performance of any fund or investment should not be treated as a guide to future returns. Also, if you have any doubts about the appropriateness of this service to your personal and financial circumstances, you should seek independent financial advice for which additional charges may apply.

Sign Up Now Terms & Conditions

ADDITIONAL INFORMATION FOR YOU

Opening accounts

You can open various types of accounts such as a General Investment (GIA), Personal Pensions and Individual Savings Accounts (ISA) via the website.

  • Please be aware that the price and value of your investment can fall as well as rise, and past performance of any fund or investment should not be treated as a guide to future returns.

Costs Involved

One single charge between 0.88% and 1.14% including VAT based on how much is invested. Indicative cost will be available during the signup process once we know how much is being invested.

  • Competitive ongoing cost on underlying holdings, typically between 0.20% - 0.30%.
  • No setup, exit or transaction charges
  • If you are using a financial adviser, please speak to your adviser as additional charges may apply

Sufficiency of Funds

Before committing to any investment, you should be certain that your immediate needs have been provided for. This means that you:

  • Have adequate access to emergency funds.
  • Do not have existing debts that you would be better paying off
  • Have insurance to protect your family
Klikinvest is a trading name of PK Wealth Limited which is authorised and regulated by the Financial Conduct Authority.

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