Whether you’re just starting your investment journey or looking to refine your portfolio, our Investment Portfolio Allocator helps you build a plan aligned with your financial goals and risk tolerance.
🧠How it works:
Just enter your total investment amount and select your risk profile — Conservative, Balanced, or Aggressive — and we’ll show you a recommended breakdown across key asset classes like stocks, bonds, cash, and alternatives.
💡 Why use it?
- Understand how to spread your investments for better balance
- Tailor your portfolio to your comfort with risk
- Get a quick, actionable breakdown — no jargon or guesswork
Start planning smarter. Try the tool now and take control of your investment strategy.
Investment Portfolio Allocator with adjustable asset allocation
Investment Portfolio Allocator
Other Investment Tools
Spending Category Analyzer – Track & Optimize Your Monthly Budget
Discover how your monthly spending aligns with recommended budgeting thresholds using our Spending Category Analyzer….
Retirement Gap Analyser
Do your retirement plans cover the lifestyle you want? The Retirement Gap Analyser compares your…
Pension Drawdown Simulator
Wondering how long your retirement savings will last? Our Pension Drawdown Simulator helps you model…
State Pension Forecast Tool
Your state pension forms a vital part of retirement income. With our State Pension Forecast…
Student Loan Early Repayment Planner – UK
Estimate how extra payments toward your student loans can reduce total interest paid and shorten…
Student Loan Repayment Calculator (UK)
Find out your monthly and yearly student loan payments across all UK plans (1, 2,…
Read our Ultimate Guides
Ultimate Guide to Investment Funds
Investment funds are one of the most accessible and efficient ways to grow your wealth….
Ultimate Guide to Unit Trusts & Mutual Funds
Introduction Unit trusts and mutual funds remain some of the most popular investment vehicles in…
Ultimate Guide to ESG and Green Investments
Introduction Sustainable and ethical investing has exploded in popularity in the UK over the past…
Ultimate Guide to Private Equity Investing
Introduction Private equity (PE) has long been a cornerstone of institutional and high-net-worth investing. In…
Ultimate Guide to Alternative Investments
Introduction Most investors think of stocks, bonds, or cash when building a portfolio. But alternative…
Ultimate Guide to Investing in Gold, Silver, and Oil (UK Edition)
Introduction Gold, silver, and oil are three of the most traded and valuable commodities worldwide….