Offer Expired
Wealthify Investments
MSE Offer: Enjoy with 12-months of zero management fees
Investing could provide better long-term returns than cash savings.
Choose what kind of investor you want to be, then our experts will build and manage your Plan for you!
Fees are low and transparent, meaning you get to keep more of your money.
Simply click the ‘Register for Offer’ button below and enjoy 12 months of no management fees on your first Wealthify Stocks & Shares ISA, Junior ISA, and/or General Investment Account (GIA).
Offer ends 11th June 2026. New customers only. Terms and conditions apply.
With investing, your capital is at risk. Tax on investments depends on your individual circumstances and can change. ISA rules apply. Minimum opening deposit of £1000 for investment ISA & GIA, and £500 for Junior ISA required.
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Getting started
As with everything we do at Wealthify, we’ve made the process of opening an Investment Plan as simple as possible.
You choose
From Cautious to Adventurous, choose your investment style and let us know how much you'd like to get started with.
You answer
Answer a few questions in our suitability quiz, which helps you start an investment Plan 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 manage
Just sit back, relax, let us manage everything for you — and use our online dashboard or app to follow your Plan's performance!
Transferring an ISA?
Here are a few things to consider
You can transfer any Cash ISAs or Stocks and Shares ISAs (Investment ISAs) you have with other providers in to a Wealthify Investment ISA.
When you transfer an ISA to Wealthify, you should always use the official ISA transfer form to retain the ISA tax benefits.
Transferring ISAs from previous tax years doesn’t impact your current ISA allowance, so you can still put up to £20,000 into an ISA this tax year.
Why choose Wealthify?
Whether you're looking for your financial piece of the pie or peace of mind: investing with Wealthify is the confidence that comes with taking control of your tomorrow — today.
Using our simple, award-winning app or website, set up a Wealthify Flexible Stocks and Shares ISA on your terms. Whether you’re cautious, ambitious, or ethical with your money, we manage everything, helping you get more from your investments by doing less.
And that's why, if you value your time just as much as your finances, the smart money’s with Wealthify.
Ethical investment options
With Wealthify, investing for your future also means being able to invest in the planet's future at the same time.
That's why we've joined forces with best-in-class ethical fund providers, to create five Ethical Plans that let you invest in organisations committed to having a positive impact on society and the environment. All our fund providers are signatories of the Principles of Responsible Investing (PRI), the world’s leading proponent of responsible investing.
The actively managed ethical funds employed in plans keep a close eye on the organisations in which they invest - employing rigorous, ongoing screening to ensure ethical standards are maintained.
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 August2026, 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.
The graph below shows how each of our investment styles - from Cautious to Adventurous - have performed between 13th August 2018 and 31st August 2026, 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.
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.
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.
This table shows by how much each of our investment styles have grown each year.
| Investment Style | 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 | 30/09/2025 - 30/09/2026 |
|---|---|---|---|---|---|---|
| Cautious | 0.56% | -11.05% | 4.72% | 1.30% | 6.17% | 3.79% |
| Tentative | 3.85% | -10.53% | 6.36% | 3.49% | 8.34% | 6.90% |
| Confident | 6.81% | -9.92% | 7.99% | 6.29% | 10.38% | 10.76% |
| Ambitious | 9.82% | -8.89% | 9.72% | 9.34% | 12.24% | 13.99% |
| Adventurous | 12.91% | -9.18% | 11.60% | 12.56% | 13.81% | 17.42% |
This table shows by how much each of our investment styles have grown each year.
| Investment Style | 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 | 30/09/2025 - 30/09/2026 |
|---|---|---|---|---|---|---|
| Cautious | 0.75% | -14.80% | 4.85% | 0.63% | 5.26% | 3.56% |
| Tentative | 4.12% | -15.16% | 6.90% | 2.91% | 5.84% | 7.09% |
| Confident | 7.66% | -15.69% | 8.89% | 5.28% | 6.34% | 10.70% |
| Ambitious | 11.11% | -16.30% | 11.12% | 7.64% | 6.45% | 13.59% |
| Adventurous | 14.52% | -17.62% | 13.29% | 10.34% | 6.39% | 16.75% |