Lump sum investment advice
When you want to invest a large sum of money, our expert advisers can help
With investment, your capital is at risk. Nutmeg provides restricted advice. This means our advice is limited to our own products and services.
2024 Boring Money multiple award winners
A J.P. Morgan company
Managing assets for more than 230k clients
When we can help
If you've been left a lump sum, you've sold a property or a business, or had a windfall, you may be in unfamiliar financial territory. Our expert advisers are here to help, sharing their wide experience and current insight. We'll give you the clarity you need to move ahead with confidence. Start with a free call, to see if our service is right for you.
How our advice works
1
Your initial consultation call is completely free, no obligation. We'll explain your options and answer any questions we can.
2
If you decide you want more detailed support, we'll do a full analysis of your goals, assets and allowances.
3
We give you a plan structured around your needs - one that's transparent and simple to maintain.
A simple flat fee
We offer our expert advice at a flat fee of £575 (inc VAT). Clear. Simple. No nonsense.
Our advisers will assess your financial position, your assets, your allowances and your goals, in detail. Click to read the full spec.
How Nutmeg can help
Relevance
Our advice is specifically crafted to meet your personal goals, your timelines and preferences
Clarity
Gain a clear plan for what's possible, to balance your goals, risks and returns
Confidence
Know that you're making sensible choices, managing your opportunities and risks with expert help
As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may be subject to change in the future.
Nutmeg and J.P. Morgan Europe Limited are J.P. Morgan companies. Products provided by Nutmeg are not guaranteed by Chase.