Your platform comparison
£40,000 invested • £400 monthly • 10-year horizon
Live calculation
Investment profile
01 Accounts & lump sum
Total: £40,000
£
£
£
02 Monthly investments
Total: £400 / mo
£
£
£
03 Investments & allocation
Portfolio allocation
100%
ETFs
35%
Funds / OEICs
20%
Inv. Trusts
10%
US Stocks
10%
Preset allocation
04 Trading & overseas FX 1 UK trade / mo • 0 overseas
UK Share / ETF Trades:
1 / mo
Fund Buy / Sells:
0 / mo
US & European Trades:
0 / mo
Average Trade Value:
£
05 Pension rules No employer contributions • Accumulation
Employer Contributions
Will your Ltd Company or employer contribute?
⚠️ Key Incompatibility Alert: Vanguard UK SIPP and Trading 212 SIPP currently do not accept employer contributions. Enabling this will disqualify them from your recommendations.
Pension Withdrawal Mode:
06 Horizon & return 10 years • 6.0% annual return
Investing Horizon:
10 yrs
Assumed Annual Return:
6.0%
Platform eligibility follows your selections
4 eligible platforms
Understand the trade-offs
Estimates, not personal financial advice. Check current provider fees and terms.