| Wealthify.com

Why Wealthify

We want to help make your money work harder. It’s simple – you choose what type of investor you want to be, from cautious to adventurous, and we’ll build you an investment Plan and manage it for you.

There’s no minimum investment, and you can withdraw anytime with no penalties. We also offer ethical Plans, so you can easily invest in line with your values.

Cautious

Minimising loss is the priority. Small movements up and down in Plan value are acceptable, with the aim of beating inflation.

Tentative

Limiting loss is important. Moderate movements up and down in Plan value are acceptable, with the aim of achieving reasonable growth.

Confident

Minimising losses is as important as making gains. Movements up and down in Plan value are acceptable, with the aim of achieving good growth.

Ambitious

Making gains is the priority. The risk of large losses and large movements up and down in Plan value are acceptable, with the aim of achieving high growth.

Adventurous

Maximising returns is the priority. The risk of substantial losses and substantial movements up and down in Plan value are acceptable, with the aim of achieving the highest growth possible.

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

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.