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Goldstone Wealth Launches Robo Advice Service

Direct Invest

Goldstone Wealth Management has launched a robo-advice service for those with as little as £1,000 lump sum or £100 per month to invest. Goldstone Wealth Managing director Callum Yorke confirmed that the firm will continue to offer face-to-face services to businesses as well as high net worth individuals with more than £100,000 to invest.

The Ayrshire-based advice firm has launched Goldstone Direct Invest, which is powered by Parmenion.

The service offers a fully auto-mated advice process, with telephone and email support available if required.

Investors will be charged a 1.00 per cent initial fee for a lump sum investment and a 0.50 per cent ongoing fee. To encourage regular saving investors Goldstone Wealth will charge no initial charge on monthly contributions with a 0.50 per cent ongoing fee being applied. Goldstone Wealth says that the total annual charge for the majority of investors will be just under 1 per cent.

The service asks investors for their basic details and a series of risk-related questions before producing a free investment proposal. Some investors, such as those with large debts, may be rejected at this stage. Those who are accepted and wish to proceed go on to enter their full details and complete the transaction.

Goldstone Wealth managing director Callum Yorke said: “This service is aimed at internet-savvy people of any age who don’t want to spend time and money sitting in front of an adviser. They can set up a savings or investment plan from the comfort of their own home via a slick and simple online robo- advice process at a time that suits them.”

“The process should only take around 30 to 45 minutes to complete. There is a contact number to speak to someone, as well as online support if customers get stuck, but we would expect that the majority of people will go straight through the process online without a problem.”


You can watch the Goldstone Direct Invest video and get started here