Ready to start investing?

Enjoy our Defaqto Five Star rated investment plans and award-winning service, with no annual management fee for the first 12 months.

Limited offer for The Money Panel subscribers and In her Financial Shoes podcast listeners.

To redeem this offer, simply set up and fund any type of Wealthify investment plan.

How Wealthify works:

  • Invest as much or little as you like
  • You choose your risk, from cautious to adventurous
  • We do all the investing for you
  • You can check performance 24/7
  • Top up at any time, or withdraw penalty-free, if you need to
  • It takes less than 10 minutes to set up a Plan

Fees: you won’t pay a fee to Wealthify for our services for the first 12 months. Other small investing costs, such as fund charges and transaction costs will still apply. You can find out more about these on our fees page .

Subject to terms & conditions

Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of your investment, please seek advice. Tax rules can change and tax treatment depends on individual circumstances.

Wealthify Customer Reviews

ISA facts

An ISA is a little tax-free gift from the UK government, so you really should make the most of them.

  • ISAs are a great way for UK residents to save or invest tax-free
  • Currently you can put up to £20,000 a year in an ISA
  • You can set up any Wealthify Plan as an Investment ISA as long as it doesn’t exceed your annual tax-free allowance
  • Remember that with investing your capital is at risk. Investments can go down as well as up and you may get back less than you originally invested
Start my ISA now

USE IT OR LOSE IT

Use your 2017/18 ISA allowance by 5th April 2018, or lose it forever.

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LOOKING TO TRANSFER AN EXISTING ISA?

WHY WOULD YOU TRANSFER?

  • Save money on fees if you’re paying more for your other Stocks & Shares ISAs
  • Your money won’t be locked away; you can withdraw or transfer at any time

HOW TO DO IT?

You can transfer previous years’ Stocks & Shares ISAs or cash ISAs to a Wealthify Stocks & Shares ISA. Transfers don’t impact your current allowance at all, so you can still invest up to £20,000 this tax year. Always, always, always use the transfer form. Never withdraw the money yourself to pay in, as you’ll lose your tax-free benefits on that money forever. Simply set up a Wealthify ISA Plan first, then we will give you the transfer form to fund your plan with your previous ISA.

Effortless investing

1
You choose

You choose

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

2
We invest

We invest

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

3
We optimise

We optimise

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

You're in safe hands

Authorised
Authorised and regulated by the Financial Conduct Authority (FCA)
Experienced
Your money is looked after by our team of experienced and qualified investment managers, and we’re backed by global financial services provider, Aviva.
Secure
Your investments and cash are held in custody by Winterflood Business Services. They are part of Close Brothers Group, founded in 1878, who look after billions of assets worldwide.
Protected
Up to the first £50,000 of your money may be protected by the Financial Services Compensation Scheme (FSCS)

WE USE FUNDS FROM LEADING PROVIDERS TO BUILD YOUR PLAN

    Five Star Investing
  • Boring Money Best Buy
  • Defaqto
  • Moneyfacts