Invest as much or as little as you like with a lump sum or regular monthly payments. Our five simple investment styles – cautious to adventurous – will help you choose a level of risk that’s right for you.
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, if you need to.
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.
Wealthify have delivered excellent customer service for me when I needed some help transferring my general investment account to an ISA plan. I've also opened 2 Junior ISAs because I think its important to start investing for my children early. I really like the way their communications are really clear and informative. I've not had any problems as yet. I'm expecting my money to go down a bit as we are facing issues with uncertainty around Brexit etc... but investing is something I am hoping to do for a long time and I hope that this is something I will reap the benefits of especially for my children.
The app and investment options seem good and all, but my reason for leaving a review was the amazing customer support I received. I spoke to Rhiannon Maggs and she was wonderful. The perfect person to talk to. She was kind, professional, helpful, and she replied instantly. I'm leaving this hoping that possibly someone in a managerial position may see this and be able to give her what she deserves. Honestly from my experience she is the perfect employee and should be rewarded. Thank you Wealthify, and thank you Rhiannon!
My experience with Wealthify has been fantastic so far. The website is easy to use and the customer service are very responsive. Additionally, I had some issues with the app not working, so I emailed the team and they got back to me really promptly, not only fixing my issue by addressing the app issues and getting them fixed too!
Great service. Quick responses from customer. Steady performance from the investment team.
Easy to setup and use, simple charging structure, well balanced investment portfolios, easy withdrawal and lovely people.
Read more reviews at Reviews.co.uk