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Frequently Asked Questions

MoneyShe is an investment platform dedicated to empowering women to take control of their financial futures. We offer risk- adjusted investment strategies, educational tools and resources, and a supportive community to help you build and manage your wealth confidently.

We provide a range of discretionary investment portfolios to suit different risk profiles, and investment goals and needs. All our portfolios are run in conjunction with our co-brand SCM Direct and are invested purely in ETFs. Our active asset allocation strategy via ETFs offers clients low cost, diversification, the ability to be nimble and produce consistent performance. The key decision maker is our highly respected and experienced Chief Investment Officer, Alan Miller. You can see more about the team on our ‘About Us’ page.

We believe in transparency and keeping fees as low as possible, whilst remaining a viable provider. Our fees are straightforward and competitive, with no hidden charges. Detailed information about our costs are available on our Fees page.

Absolutely. Your investments are held securely with reputable custodians, in YOUR NAME. No money comes to MoneyShe/SCM Direct. We are regulated and authorised by the Financial Conduct Authority (FCA) and have to adhere to strict regulatory rules and regulations. Our FCA number is 497525. In addition, you have 24/7 access to your account/s.

MoneyShe/SCM Direct are authorised to provide discretionary investment services.  We do not offer individual financial advice. We do work with a number of financial advisers/IFAs and can put you in touch. For personalised advice, we recommend consulting a qualified financial adviser

We’re here to help! You can reach us via the “Contact Us” page on our website, email us at enquiries@moneyshe.com, or call us on 020 7838 8650 and ask to speak to our Client Relationship Manager, Zoe Brady.

You can find more information about: Portfolios, Account Opening And Existing Accounts, Exchange Traded Funds (ETF), General Questions and our Awards here: General FAQs

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The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the past performance is not a guide to future returns. Exchange rates may cause the value of overseas investments and the income arising from them to rise or fall. Neither MoneyShe nor SCM Direct gives personal advice. We aim to provide investors with simple, understandable information so they can make fully informed decisions. If you are unsure about the suitability of our investment portfolios, please contact an independent financial adviser. The information contained on the site may not be reproduced or distributed in any format without the express written approval of SCM Private LLP. We improve our products and advertising by using Microsoft Clarity to see how you use our website. By using our site, you agree that we and Microsoft can collect and use this data. Our privacy policy has more details. MoneyShe and SCM Direct are trading names of SCM Private LLP, which is authorised and regulated by the Financial Conduct Authority to conduct investment business no 497525. Registered in England and Wales, OC342778, with its registered office at Michelin House, 81 Fulham Road, London, SW3 6RD. © 2024 SCM Private LLP. All rights reserved.