| Wealthify.com

Start Investing In 3 Simple Steps

1. You Choose

Tell us what type of investor you want to be: cautious, adventurous or in between.

2. We Invest

We build you a Personal Investment Plan with just the right mix of investments.

3. We Optimise

We monitor your Plan 365 days a year and adjust it to keep everything on track.

Try it out

Invest in your values

Original

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.

Build an original plan

Ethical

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.

Build an ethical plan

INVESTING REIMAGINED

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

Wealthify performance and investments dashboards on iPhone, showing a plan with healthy performance and stocks categorised by stock type and region. Information provided does not show actual performance and is not intended to show potential investment growth.

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

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.

Safe & Secure

Regulated

Authorised and regulated by the Financial Conduct Authority (FCA).

Safeguarded

Your money is held separately with Winterflood Securities, who act as your custodian.

Help is on hand

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

Safe & Secure

Regulated

Authorised and regulated by the Financial Conduct Authority (FCA).

Safeguarded

Your money is held separately with Winterflood Securities, who act as your custodian.

Help is on hand

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

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.