Wealthify - Refer a Friend

Terms & Conditions

Invite your friends and family to join Wealthify and you could receive £25 each to top up your Plan.

  1. To qualify for this offer, you need to have an active account with Wealthify with at least one funded Plan.
  2. Invited friends must be new customers to Wealthify and have at least £500 invested in funds for three continuous months (the ‘Qualifying Investment’).
  3. The £25 cashback will be paid into your and your friends first Wealthify Plan after the Qualifying Investment.
  4. Any withdrawals from the friends Plan resulting in less than £500 in the first three months of investment will invalidate this offer.
  5. Invited friends must invest in the Wealthify Plan within six months of the Plan being opened. After six months, the unfunded Plan will be closed and no claim can be made under this offer.
  6. There is no limit on the number of referral invites that can be sent, and each recommended friend will qualify for a payment if conditions are met. The maximum that can be earned through referrals is £750.
  7. Invited friends can only receive cashback once and cannot use this offer in conjunction with any other introductory offers.
  8. Cashback will be paid into the first Wealthify Plan created in an account. If this is a Junior ISA, the cashback will belong to the child and they won't be able to access the funds until they reach 18 years old. If your first Plan is a pension, then you will not be able to withdraw the cashback until you are able to drawdown from your pension.
  9. The £25 cashback will form part of the current tax years ISA allowance if it’s deposited into a qualifying ISA. If the ISA has received their maximum allowance, the cashback will be paid directly into the bank account registered under the Wealthify account.
  10. This offer is not transferable and there are no alternatives available.
  11. Wealthify reserves the right to amend, withdraw or restrict this promotion at any time without notice.
  12. The Wealthify standard terms and conditions also apply and are not affected in any way by this offer.
  13. Wealthify accepts no liability or responsibility for claims under this promotion which are lost, delayed or undelivered, nor any liability for technical errors or communication failures in networks and/or internet access.
  14. This promotion shall be governed and construed in accordance with the laws of England and Wales.