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
Inheritance Tax (IHT) Estimator
Inheritance Tax (IHT) Estimator Estimate Your Inheritance Tax Liability Use this free tool to calculate…
Find your financial goal
Providing tailored financial advice and investment guidance based on a user’s age and financial circumstances…
Take control of your finances with our Monthly Budget Builder!
This easy-to-use tool helps you visualize your income, expenses, savings goals, and debt repayments all…
Can ‘I FIRE Now?’ tool.
Can I FIRE Now? 🔥 Can I FIRE Now? Date of Birth Gender Select… Male…
FIRE Number Calculator
Find your Financial Freedom target—and map out your journey there Ever wondered exactly how much…
Compound Interest Calculator with Regular Contributions
Turn small steps into lasting growth This handy calculator shows you how your money can…
Read our Ultimate Guides
Ultimate Guide to Lifetime ISA (LISA)
A Lifetime ISA (LISA) is a government-backed savings account designed to help individuals save for…
Ultimate Guide to Junior SIPPs: Investing in Your Child’s Future
A Junior Self-Invested Personal Pension (Junior SIPP) is a long-term savings plan designed to help…
Ultimate Guide to Workplace Pension Schemes in the UK
A Comprehensive Guide to Workplace Pension Schemes in the UK A workplace pension scheme is…
Ultimate Guide to General Investment Accounts (GIAs) in the UK
A Comprehensive Guide to General Investment Accounts (GIAs) in the UK A General Investment Account…
Ultimate Guide to Junior ISAs: Tax-Free Savings for Children
A Junior Individual Savings Account (Junior ISA) is a tax-free savings account designed to help…
Ultimate Guide to ISAs: Tax-Free Savings in the UK
An Individual Savings Account (ISA) is one of the most tax-efficient ways for UK residents…