Stocks and Shares ISA

AS FEATURED ON ISA.CO.UK 

Individual Savings Accounts (ISAs) are a little gift from the UK government, and we could help you make the most of it.

WHY CHOOSE A STOCKS AND SHARES ISA?

  • A Stocks and Shares ISA could offer you the chance at a better return than a Cash ISA
  • Choose an investment risk style you’re comfortable with
  • You have the option of Ethical Investment Plans
  • Invest up to £20,000 tax-efficiently each year

You can open an investment ISA with Wealthify, provided you haven't opened another stocks and shares ISA this tax year. Alternatively why not transfer your existing ISA to us?

With investing your capital is at risk.

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Winners of Best Investments Provider at the British Bank Awards 2020

Why Wealthify

We want to help make your money work harder. It’s simple – you choose what type of investor you want to be, from cautious to adventurous, and we’ll build you an investment Plan and manage it for you.

There’s no minimum investment, and you can withdraw anytime with no penalties. We also offer ethical Plans, so you can easily invest in line with your values.

Looking to transfer an existing isa?

Why would you transfer?

  • Save money on fees if you're paying more for your other Stocks and Shares ISAs
  • Your money won't be locked away, you can withdraw or transfer at any time

How to do it?

You can transfer previous years' Stocks and Shares ISAs or Cash ISAs to a Wealthify Stocks and Shares ISA. Transfers don't impact your current allowance at all, so you can still invest up to £20,000 this tax year. Always, always, always use the transfer form. Never withdraw the money yourself to pay in, as you'll lose your tax-free benefits on that money forever. Simply set up a Wealthify ISA Plan first, then we will give you the transfer form to fund your Plan with your previous ISA.

When you transfer an ISA to Wealthify, you should always use the official ISA Transfer Form to retain the ISA tax benefits

To find out more, download our Guide to Investment ISAs.

Safe & Secure

Managed

Your money, managed by our team of experienced and qualified investment experts.

Protected

Up to the first £85,000 of your money can be protected by the Financial Services Compensation Scheme (FSCS).

Safeguarded

Your money and assets are held separately with a custodian.

Help is on hand

Our customer service team are happy to help with any queries on 0800 802 1800 or on Live Chat.

Five star investing

Our simple, jargon-free service is award-winning and our investment plans have been highly-rated by independent industry experts.
Our Digital Wealth Management service was Highly Commended at the Moneyfacts Consumer Awards, 2019.
We’re proud that our Digital Wealth Management platform is the first to be given a 5 Star Rating for our Original and Ethical Plans.
Consumer champion website BoringMoney.co.uk rate us a Best Buy for investing.

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