Comparing Managed Stocks & Shares ISAs
At Weathify, we think time – not just performance – is the real return on investment. Which is why, from choosing your investments to managing them, our experts do all the heavy lifting — so you don't have to.
If you’re looking to find out more about managed Stocks and Shares ISAs, we've compared some of the UK's managed Investment ISA providers on fees, investment styles and features to help you choose the right one for your goals.
Get started with a minimum £1,000 initial deposit, then make further adhoc or monthly deposits big or small, to suit you.
With investing, your capital is at risk. Tax on investments depends on your individual circumstances and can change. ISA rules apply.
What is a managed Stocks and Shares ISA?
Think of investing like painting your living room: you can either pick all the tools and do it yourself — or pay experts to do it all for you.
Unlike DIY investing, a managed Stocks and Shares ISA takes the guesswork out of everything.
So, if you don’t have the time, experience, or confidence to research, choose, and manage your own investments, it could be the smarter option.
Our managed Stocks and Shares ISA gives you a team of experts who:
✓ Pick your investments based on your attitude to risk.
✓ Build a balanced (aka diversified) Investment Plan for you.
✓ Manage and optimise its performance, ensuring your Plan stays aligned with your investment style as financial markets change.
✓ Provide weekly updates about market movements.
DIY vs managed portfolios
Comparing managed Stocks and Shares ISA providers
If you feel as though a managed Stocks and Shares ISA is the right choice for you, we’ve put together a simple table comparing some of the key product details to consider.
Data accurate as of 15th April 2026. This information only applies to each company’s managed Stocks and Shares ISA.
Why choose Wealthify for your managed Stocks and Shares ISA
There are plenty of reasons to choose our experts to manage your Stocks and Shares ISA — just ask the 71,000+ busy people whose Investment ISAs we manage.
Simplicity
Choose from five simple investment styles (as well as the option to invest ethically), with an easy-to-use app to monitor your investment performance.
Flexibility
Our Stocks and Shares ISA is ‘Flexible’, meaning you can withdraw money and redeposit it (within the same tax year), without using your annual allowance.
Great value
We keep our management fee low and transparent: 0.6% annually, with no charges for deposits, withdrawals, transfers, or Plan closure.
Human expertise
We have a dedicated team of investment experts building and managing your Investment Plan, making all the important decisions — so you don’t have to.
Tried, tested and trusted
We're currently rated Excellent on TrustPilot (as of April 2026), and we’re proudly backed and owned by Aviva — one of the UK’s leading financial institutions.
Customer care
Whether on the phone, live chat, secure message, or email, we know how important it is to have a human being there if you ever need help.
See how our Plans have performed
The graph below shows how each of our investment styles - from Cautious to Adventurous - have performed between 29th February 2016 and 31st December 2025, after all fees have been taken (based on 0.60% p.a. Wealthify management fee). These figures are based on the performance of Plans worth more than £100, figures will be different for Plans below that amount.
Original
Ethical
Of course, we experienced the ups and downs of the market along the way and you could get back less than you put in. Although we cannot rely on past performance to predict future results investing for the long-term (5 years or more) typically delivers positive returns. These figures are after all fees have been taken (based on 0.60% p.a Wealthify management charge), and are based on the performance of Plans worth more than £100 and will be different for Plans below that amount.
Original Plan performance by year
This table shows by how much each of our investment styles have grown each year
| Investment Style | 31/12/2019 - 31/12/2020 | 31/12/2020 - 31/12/2021 | 31/12/2021 - 31/12/2022 | 30/12/2022 - 30/12/2023 | 29/12/2023 - 29/12/2024 | 30/12/2024 - 30/12/2025 |
|---|---|---|---|---|---|---|
| Cautious | 2.70% | 0.47% | -11.19% | 4.65% | 1.05% | 6.08% |
| Tentative | 3.88% | 3.72% | -10.82% | 6.21% | 3.36% | 8.02% |
| Confident | 4.87% | 6.66% | -10.33% | 7.76% | 6.09% | 9.93% |
| Ambitious | 5.11% | 9.66% | -9.39% | 9.46% | 9.10% | 11.58% |
| Adventurous | 5.06% | 12.75% | -9.14% | 11.35% | 12.27% | 12.95% |
See how our Plans have performed
The graph below shows how each of our investment styles - from Cautious to Adventurous - have performed between 28th February 2018 and 31st December 2025, after all fees have been taken (based on 0.60% p.a. Wealthify management fee). These figures are based on the performance of Plans worth more than £100, figures will be different for Plans below that amount.
Original
Ethical
Of course, we experienced the ups and downs of the market along the way and you could get back less than you put in. Although we cannot rely on past performance to predict future results investing for the long-term (5 years or more) typically delivers positive returns. These figures are after all fees have been taken (based on 0.60% p.a Wealthify management charge), and are based on the performance of Plans worth more than £100 and will be different for Plans below that amount.
Ethical Plan performance by year
This table shows by how much each of our investment styles have grown each year
| Investment Style | 31/12/2019 - 31/12/2020 | 31/12/2020 - 31/12/2021 | 31/12/2021 - 31/12/2022 | 30/12/2022 - 30/12/2023 | 29/12/2023 - 29/12/2024 | 30/12/2024 - 30/12/2025 |
|---|---|---|---|---|---|---|
| Cautious | 4.14% | 0.73% | -14.93% | 4.80% | 0.70% | 5.22% |
| Tentative | 6.45% | 4.11% | -15.65% | 6.85% | 2.77% | 5.75% |
| Confident | 9.04% | 7.63% | -16.51% | 8.81% | 5.01% | 6.12% |
| Ambitious | 11.16% | 11.18% | -17.42% | 11.08% | 7.34% | 5.64% |
| Adventurous | 13.43% | 14.65% | -18.72% | 13.63% | 9.98% | 5.63% |
How to open a managed Stocks and Shares ISA
Four simple steps. That’s all it takes to get started with us.
Choose your style
From Cautious to Adventurous, choose from five investment styles, and an Original or Ethical Plan.
Take our quiz
Answer a few questions in our suitability quiz, which helps you start an ISA that's right for your circumstances and attitude towards investing.
We build
Our team of investment experts then get to work building your Plan, making sure it’s aligned with your chosen investment style.
We monitor
We manage and make the most of your investments — so you can make the most of your time!
