Reaction to Autumn Budget announcement - Peter Rice, investment adviser, Moneyfarm
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Press contacts
Louise Dolan, Senior Director
louise.dolan@camarco.co.uk
Camilla Barbesti, PR Manager
press@moneyfarm.com
General Enquiries
press@moneyfarm.com
0800 433 4574
Experts
Giovanni Daprà, Co-founder & CEO
Richard Flax, Chief Investment Officer
Michele Morra, Portfolio Manager
Roberto Rossignoli, Portfolio Manager
Chris Rudden, Head of Investment Consultants UK
Carina Chambers, Pensions Technical Expert
Further Information
About Moneyfarm
Moneyfarm is an award-winning pan-European digital wealth manager with 167,000 active investors and more than £5 billion in total assets on the platform. Launched in 2012 and headquartered in the UK, Moneyfarm has a vision to help more people improve their financial wellbeing by making personal investing simple and accessible through technology. The business is a disruptor and is considered one of the most influential fintechs in the UK and Italy.
The company is led by co-founder Giovanni Daprà with Dame Jayne-Anne Gadhia, former CEO of Virgin Money, as its Chair. Moneyfarm is regulated by the FCA and backed by Allianz Asset Management, M&G plc, Cabot Square Capital, Poste Italiane S.p.A and United Ventures.
Moneyfarm continues to innovate and evolve its proposition, currently offering both a stocks and shares ISA and a cash ISA, as well as a Junior ISA, SIPP, and general investment accounts (GIAs), with traditional risk-rated portfolios and sustainable investing portfolios available. There is also Liquidity+, a unique portfolio of money market funds managed by top global asset managers, and DIY investing, an execution-only service for clients who want to buy and sell shares, ETFs, bonds, and mutual funds. These services are available through both a web-based platform and an easy-to-use app, combining the latest technology with human guidance available however the client prefers, including via the app, telephone, chat, or video call.
Moneyfarm is an acquisitive business. It acquired Wealthsimple’s UK book of clients in December 2021 and, in 2023, acquired Profile Pensions, a UK digital pension adviser and consolidator that enables clients to consolidate and manage their pensions in a straightforward way. In December 2024, Moneyfarm acquired Willis Owen, an award-winning investment platform, to expand the company’s footprint in the UK.
In addition to its direct-to-client activities, Moneyfarm can provide its B2B2C partners with bespoke solutions, combining a technology platform, product wrappers, asset management capabilities, back-office operations, and an engagement model. These bespoke solutions are embedded into the propositions of Poste Italiane (Postefuturo Investimenti), Unicredit’s Buddybank (Steppy by Moneyfarm), Banca Sella (Sella Evolution powered by Moneyfarm) and eToro (eToro ISA powered by Moneyfarm), serving thousands of clients.
In testament to the quality of service Moneyfarm provides, and the trust placed in it by clients to help achieve their financial goals, the company has received several prominent industry awards and accreditations. These include being recognised for the fifth consecutive year in the 2025 Boring Money Awards, winning ‘Best Buy SIPP 2025’, ‘Best App 2025’, and ‘Best for Low-Cost ISA Funds and Shares’. Additionally, Moneyfarm was awarded ‘Best Investment ISA – Medium Portfolio’ and ‘Best Mobile Investment’ in the prestigious YourMoney.com Awards 2025, marking its third consecutive year of recognition. In March 2025, Moneyfarm was also recognised in the Financial Times’ ‘FT1000 Europe’s Fastest Growing Companies Special Report’ for the second year running. Moneyfarm boasts a Trustpilot score of 4.1, classified as Great.’
In July 2024, Moneyfarm became the first digital wealth manager in the UK to obtain a B Corp certification. This milestone achievement recognised Moneyfarm’s commitment to ethical business practices and responsible investing.
More information on Moneyfarm is available on the website at https://www.moneyfarm.com/uk
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