Simply Invest

If you’re after an investment ISA or a general investment account, we offer a simple, online service to advise you quickly and with confidence.  For straightforward investment needs, we will create a portfolio that is right for you, offering world class, sophisticated investment management and advice without hassle or high costs.  We save you time, money, and frustration.

AGL Simply Invest’s approach to investing is based on Nobel Prize winning theories on portfolio investment by Harry Markowitz.

A pioneer of investment theory, he demonstrated that combining assets in different proportions enables investors to manage risk in their portfolios and potentially maximise the return on investment.

This is the premise of the AGL Simply Invest service. The investment portfolios we create for you aim to provide the best balance of risk and reward for you. To do this we assess the risk you are willing and able to take, building a portfolio for you based on 20 years of historical returns and academic research.

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Investing money is important but it doesn’t need to be complicated. Our smart, online advice process means that you can have a balanced portfolio of investments tailored for you in less than 30 minutes.

Simply go online and answer a series of simple questions about your finances and attitudes towards money. We will then determine a portfolio of investments designed to provide a return on investment that is in line with your attitude to risk. It’s quick, easy to use and highly intuitive.

And of course, if either you or we think you need it, we can put you in touch with one of our Advisers who can provide comprehensive advice.