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About Wealthify
Wealthify started with a simple mission:
to make investing accessible to everyone.
Since launching in 2016, we’ve grown into an award-winning service, offering a range of products that help our customers achieve their financial goals.
Whether you’re interested in investing, have pension planning on your periphery, or want to score your short-term saving goals — Wealthify has a financial option for you.
With investing, your capital is at risk. The tax treatment of your investment will depend on your individual circumstances and may change in the future.
Awards
We're really proud of all the awards we've won since launching in 2016; not because we enjoy the recognition, but because it means we're doing something right (and that our customers are happy). These awards also help spread the word about Wealthify — meaning other people can start enjoying it, too!
Who are Wealthify?
Making investing and saving simple, accessible, and transparent for all.
Combining our financial know-how and technical expertise, Wealthify’s platform makes investing and saving money a more affordable, easier-to-understand process.
There’s no need to be a stock market expert with Wealthify on your side. We cut the jargon and complexities that surround investing and money management, making it simple to invest and save your money in a way that suits you.
At Wealthify, we put freedom at the forefront of our work; exploring new and innovative ways to help your wealth grow. And as we’re backed by Aviva and regulated by the Financial Conduct Authority, you can feel reassured that your money is in safe hands.
Our history
Here’s our timeline (so far!)
2014 – 2016
- Wealthify was founded; May 2014.
- Authorised by the Financial Conduct Authority; Oct 2015.
- Launched both our Stocks and Shares ISA and General Investment Account to the public; April 2016.
2017 – 2018
- Our app went live; March 2017.
- Aviva becomes our backer; Oct 2017.
- Ethical investing options became available; Aug 2018.
2019 – 2020
- Wealthify’s Junior ISA launched; Jan 2019.
- Refer a Friend rolls out; Nov 2019.
- Personal Pensions (SIPPs) go live; Feb 2020.
- Becomes wholly owned by Aviva; June 2020.
2020 – 2024
- Personal Pensions (SIPPs) go live; Feb 2020.
- Becomes wholly owned by Aviva; June 2020.
- Partnered with ClearBank to launch our Instant Access Savings Account; Feb 2024.
- Cash ISA (powered by ClearBank), Dec 2024.
Our values
Saving and investing made simple.
Easy to use and jargon-free.
Keeping our customers at heart.
Our mission
We’re here to inspire anyone to build their future wealth.
Whether we’re helping our customers streamline their money management, invest in the big life goals that matter to them most, or breaking down financial jargon for them; Wealthify makes saving and investing something that’s quick, easy, and accessible to everyone;
We’ve developed a range of easy-to-use products that can make a true impact on our customers’ finances — without taking up space in their busy lives.
From our expert Investment Team, through to Customer Care — everyone at Wealthify is here to help our customers build the financial future that they truly want.
With investing, your capital is at risk. The tax treatment of your investment will depend on your individual circumstances and may change in the future.
Strength in depth
We’re backed by Aviva, one of the UK’s largest financial services institutions which has looked after British consumers for more than 325 years.
Wealthify operates independently but Aviva own a majority shareholding, which means you get the best innovation in smart simple investing together with the security of knowing that we’re here to stay and operate to the highest standards.
Aviva’s investment in Wealthify allows us to achieve all the things we always wanted to, but at an accelerated pace and with greater confidence.
The Teams
Richard Ambrose
Chief Executive Officer
"I make sure the ship's travelling in the right direction."
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Michael Ashford
Chief Technology Officer
"I'm chief of everything technical at Wealthify, from connecting servers to building a truly beautiful online experience. Most of all, I make sure things work."
What qualifies you to do this job?
After gaining a first-class honours degree in Computer Science from Cardiff University, I joined a start up and helped to build ActiveQuote, one of the fastest-growing companies in Wales. I have built and shaped Engineering Teams to deliver award winning products and services.
What's the best investment you've ever made?
Saving up pocket money to build my very own PC at the age of 14, and teaching myself to code. It has paid me back in years of enjoyment (and the pocket money a few times over).
What do your shoes say about you?
This guy appreciates a good brogue - and a happy pair of socks.
What's the most useful App on your phone right now?
Gmail. Sometimes a curse, but having the power to check my emails at any time, night or day, saves me valuable time at the office.
Sally Allan
Chief Marketing Officer
"I'm helping to shape the Wealthify brand and personality into something that truly connects with our customers and delivers on the promises we make."
What's the best investment advice you've been given?
When I got my first Saturday job, my mum told me to spend half, save half…if only I'd listened.
What do your shoes say about you?
There's no place like home.
What's the most useful App on your phone right now?
Headspace - 10 minutes to clear my mind, priceless.
What would your superpower be?
Nose wiggling, magical powers like Samantha from Bewitched
Simon Holland
Chief Product Officer
"I run Product and Partnerships at Wealthify. My team works with customers and partners to build the best possible investing experience for people. The whole team loves solving challenges in ever creative yet simple ways and I’m immensely proud of what they do."
What qualifies you to do this job?
I’ve always worked translating what people want or need into technology – I started when we were building the first online banking at a major bank, customers had got used to so much stuff with an installed system and dialup it mad me realise how users cope with problems to create their own solutions – I’ve been passionate about building better solutions ever since.
Do you have a pearl of investing wisdom to share?
Start early and unless you have a lot of time and skill – get somebody else to do it for you… I used to do it myself, but realistically, my times better spent doing things I’m good at!
What one thing can't you live without?
Shazam – from the days it used to be a phone number you could play music to and it sent you back the song – to the app it is today – it has guided me through some interesting music phases – always telling me the right song – what a product!
What would your superpower be?
Sleep – Sleep is everyone’s superpower really
Car or bike?
Car – it’s a long way between Bristol and Cardiff.
Greg Steel
Head of Compliance
"I ensure we maintain our regulatory and ethical integrity."
What's the best investment advice you've been given?
My dad told me to start paying into a pension when I was in my early 20’s. He’s a genius!
What thing can't you live without?
Thomas the Tank Engine. I’m trying to live without it, but my two young boys have other ideas…
What do your shoes say about you?
When you have size 13 feet, they say they are the only shoes that big the shop had!
What will your epitaph say?
“No, I don’t have two minutes to sign something off…”
What's the most useful app on your phone right now?
Hive, from British Gas. Because it tells me when she’s at home and unnecessarily turned the heating up. Again. Plus, I can use the app to turn it off. Again.
What bit of advice would you give your 18-year-old self?
Make sure you travel more before you settle down. I didn’t and wish I did.
Car or bike?
Car for transport. Bike for garage wall-art.
Sarah Maher
Head of People
"I'm here to support the whole team throughout their employment journey with Wealthify and to delight our colleagues in the same way we do our customers"
What do your shoes say about you?
That I have a sunny disposition (most of the time!) and I value style over comfort.
What gadget can't you live without?
My apple watch is so useful to track everything, it also makes me pick up my phone less which can only be a good thing.
What will your epitaph say?
She was a ferocious socialiser.
What's the most useful app on your phone right now?
Whatsapp allows me to be in touch with all of my family and friends – and there are a lot!
What would your superpower be?
I’d like to be able to teleport instantly to any place I choose. I have a lot of family who live all over the world and it would be good to see them more often and not have to spend 23 hours on a plane.
The Investment Team
Where would we be without them? Seeing as Wealthify is an investment service, absolutely nowhere! Our Investment team are responsible for developing the long-term strategy for how we invest for our customers, as well as monitoring their Plans on a daily basis. They also keep a keen eye on trends, news and events that can impact the markets and use these to form their investing decisions. Meet our experts here.
The Product Team
As their name suggests, this team is responsible for helping to make our product offering the very best as it can be. They put in the legwork to really understand our customers and what they want from an investment service, using this and other in-depth research to develop designs for new and existing features with the aim of delivering a seamless user experience for all.
The Marketing Team
Our Marketing team are responsible for getting our name in front of potential customers left, right and centre. In fact. they’re probably the reason you found out about us in the first place! Most things that go out into the big, bad world with our name on it have had something to do with this team, whether that be the advert you spotted on the tube or our latest customer newsletter.
The Customer Care Team
Our Customer Care team aren’t just the friendly face of Wealthify – they’re the heart of our business. Here to help keep our customers happy and informed, they’re an understanding and empathetic bunch who are always here to offer support, whether that's by giving a customer a breakdown of their investments or explaining how ISAs work.
The Compliance Team
We might have a lot of fun at Wealthify, but we know when to be serious too. And this is where our Compliance team comes in. Think of them almost as our ‘bouncers’ as they get the final say on all the communications we put out to the public, assessing possible risks and keeping on top of the latest rules and regulations to ensure we follow these to the letter.
The Engineering Team
Our Engineering team turn our ideas into reality. They work closely with our Product and Design teams in agile squads, with each taking ownership of different platforms or products. They use the latest technologies to give customers a great digital experience when using our website and app, while developing internal systems to make the rest of our lives easier too.
The Finance Team
Money makes the world go round, and our Finance team are our atlas. They make sure that the books are balanced each month, managing things like expenses and invoices, and checking that everything we spend as a company is accounted for. Not only that, but they’re responsible for ensuring that everyone gets paid on time (making them very popular, as you can imagine).
The Design Team
The Design team bring the rest of the company's visions to life, helping us to stand out from the crowd and attract new customers to Wealthify, as well as making customer journeys a beautifully simple and accessible experience when using our products. From designing eye-catching illustrations for our marketing and products down to the smallest button in our app, they design it all.
The People Team
At Wealthify, our people are at the heart of everything we do. The mission of the People team is to support our staff throughout their entire journey, enabling them to grow along with the business. Some of the ways they do this is by continuing reviewing our offering to employees, identifying development opportunities, and always being there to offer support.
The Partnership Team
Having good relationships with other fantastic companies that share our purpose is really important to us, and it’s just one of the ways that we get Wealthify’s name out there to inspire more people to build their future wealth. Luckily, we have an awesome Partnerships team with a gift for building new relationships with some of the biggest household names and innovators in financial services, as well as nurturing the ones we’ve already established.
The Operations Team
We need someone to keep the lights on and ensure that everything’s running smoothly behind the scenes – and that’s the job of our Operations team. Whether they’re conducting financial crime checks, helping pension and ISA transfers go smoothly, or doing everything they can to give new customers the best onboarding experience possible, they’re always kept on their toes.
The Legal Team
The clue's in the name, really, as this team takes care of everything and anything relating to the legal aspects of running a business like Wealthify. They're not just here to help us protect ourselves, but our customers too, and they work with a number of different teams across the business to ensure that we're all dotting our Is and crossing our Ts.
Want to join Wealthify?
Like the sound of what we do? Why not take a look at the vacancies we have available at the moment.
Whether you’re looking for something in tech, marketing, investments or customer support, we may just have the perfect role for you.
We have over 100 staff members and we’re still growing!
Our staff describe our culture as ambitious, fun, and inclusive.
We offer full-time and part-time working options.
We offer learning and development for all, alongside career progression plans and opportunities.
Refer a Friend
Personal recommendations mean the world. So, if you have a friend who you think would like us too, and would be a new customer to Wealthify, there’s £50 each on the table for both of you. Applicable to our Stocks and Shares ISA, Personal Pension, or Junior ISA — they can decide which one best suits their investment goals.
Terms and Conditions apply.
Get your unique code
Find this under the Rewards tab on the app, or in the Refer a Friend section of your online dashboard.
Share your link with them
You know the drill: share it with them via WhatsApp, email, text message, social media — however you want!
They start investing
By signing up with your link, you’ll each be eligible for £50 cashback once they’ve invested £1,000, or more, within six months of opening their account and kept that amount invested for at least six consecutive months.
Our reviews
Looking for support?
Our Customer Care team are always there to help, whether you have a question about your Wealthify Plan, you’re having trouble with the app, or you’re simply unsure of how to get started when it comes to investing with us. Whatever you need, just get in touch.
Telephone
We’re here weekdays from 8am until 5:30pm and we’ll be happy to help.
0800 802 1800
Live Chat
Chat to one of our team online