DISCOVER EFFORTLESS, AFFORDABLE INVESTING WITH WEALTHIFY
IS IT TIME YOU GAVE YOUR MONEY MORE POTENTIAL TO GROW?
At Wealthify, our mission is to make investing as effortless as possible, so you can spend more time doing what you love. We offer an easy and affordable way to invest as much or as little as you like. You don't need to be an expert to get started as we do the hard work for you, from picking your investments to managing your Plan on an ongoing basis.
- Choose what type of investor you want to be, from Cautious to Adventurous
- We’ll then build you a Plan and regularly optimise it, to keep it on track
- You can check how your Plan is doing 24/7, online or via our app
With investing your capital is at risk.
Start Investing In 3 Simple Steps
1. You ChooseTell us what type of investor you want to be: cautious, adventurous or in between.
2. We InvestWe build you a Personal Investment Plan with just the right mix of investments.
3. We OptimiseWe monitor your Plan 365 days a year and adjust it to keep everything on track.
Invest in your values
Original Plans use low cost investment funds to give you the broadest access to the stock market. They mostly use instruments known as 'passive investments' that track financial markets.
We use funds from leading providers to build our range of five original Plans.
Saving for the future is important, and so is staying true to your values.
Wealthify has joined forces with best-in-class ethical fund providers to create a range of five Ethical Plans that let you invest in organisations committed to having a positive impact on society and the environment.
- Low fees
- You're in control
- No minimum
- Withdraw anytime
Investing is now affordable.
We charge a simple annual fee of 0.6% for managing your investments. As with most investments other costs can apply but we aim to keep these as low as possible, around 0.22% for our original plans and 0.66% for ethical.About our fees
Set your goals and choose how you want to reach them.
Set up multiple Plans, each with a risk level that you choose. We also have a range of Ethical Plans, to help you invest in line with your values.How wealthify works
Invest as little or as much as you like.
Start with a lump sum or whatever you can afford. Add regular monthly payments and top up your plan whenever you like.Try it out
Your money is not locked in.
Add to your Plan or withdraw your money whenever you like, without notice or penalty.How wealthify works
Safe & Secure
Help is on hand
Safe & Secure
Help is on hand
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 300 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.