Create a Plan by choosing your investment style and how much you want to invest. You can start investing with just £1 and add more monthly, if you like.
Tell us how long you expect to invest for, and we'll show you what your Plan could be worth. Don't worry, your money isn't locked away, you can withdraw it anytime, without penalty.
Minimising loss is the priority. Small movements up and down in Plan value are acceptable, with the aim of beating inflation.
Limiting loss is important. Moderate movements up and down in Plan value are acceptable, with the aim of achieving reasonable growth.
Minimising losses is as important as making gains. Movements up and down in Plan value are acceptable, with the aim of achieving good growth.
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.
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.
We build your Plan and manage it for you every day. You don't have to work out what investments to buy and sell, we do all that for you, depending on your investment style.
And we don't just buy shares. There will be other types of investments in your Plan, each one carefully selected by our investment team.
Every day our system collects data from across the global financial markets.
If there's significant turbulence, our team automatically switch some of your investments to less risky assets, like cash, to protect them.
Above all, our aim is to make sure your investments take full advantage of the good times and are sheltered from the bad.
However, please bear in mind, the value of your investments can go down as well as up.
You don’t need millions to invest with us. You can start investing with as little or as much as you like, and add one-off or regular monthly payments, too.
No problem. You don't need to be a financial wizard to invest. In fact, you don’t need any experience at all. Our team of experts make all of the investing decisions, monitor the markets and look after your money for you, every day.
Traditional investing services can be associated with high costs and hidden charges, but at Wealthify we make the cost of investing clear and affordable. We charge a flat annual fee of no more than 0.7% for managing your investments. Fund charges and transaction costs are also incurred through the investing process and vary from time to time. These are explained in more detail on our fees page, where you can also use our fee calculator to get a better idea of what you’ll pay.
There's a little bit of risk in most things you do. With Wealthify, you get to choose how much risk you're happy to take, from cautious to adventurous. You can check your Plan’s performance whenever you like via your dashboard and change your risk level, or withdraw your money at any time, if you change your mind.
Your money is not locked away. With Wealthify you can access it at any time. You can add monthly or one-off deposits, or withdraw funds whenever you like with no charge or penalty. You can even monitor and access your investment plan 24/7, anywhere you like on any device. That said, you should approach investing as a long-term savings strategy.
I'm huge on personal finance, investing and saving. And, for me, Wealthify has allowed me to set up my investment fund, make use of my ISA allowance and make contributions / investments on auto-pilot. I knew that investing into Stocks, Shares, Bonds, Property and so on were all great, long term things to do, but Wealthify has made it easy and dummy-proof... I love it already!
I have found it extremely easy to set up and monitor my ISA. There is plenty of information about stock movements being made on my behalf and it feels like a very personal service being offered by this young company.
Staff is very friendly and quick to respond to any questions that I had. Everything is extremely transparent with emails when they are making drastic changes in the investment plan and as for performance, they did really put my money to work hard with good investment choices and a truly diversified portfolio.
Lovely customer service, decent returns, easy account to open and close. Overall very satisfied!
Wealthify customer service is absolutely superb, it really cannot be faulted. I have had several queries which were answered, and where needed, actions taken within a few minutes of my call to them. 10/10. With regard to investment performance, overall it has been slightly above the performance of my other investment pots, despite me making my original deposits when global markets were significantly higher than they are now. If they can stay on course, 16% in a year, given all the fiscal uncertainty, is superb.
Wealthify has been a solid investment platform for me in the last year. Global markets have been a bit shaky but they have managed to keep some fairly consistent returns and stability for my portfolio. Above everything else though is the customer service. It is truly excellent and always done with a friendly attitude and every question I have had has been resolved straight away. Worth sticking with them for the customer service alone!
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