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 my priority. I am prepared to accept small movements up and down in the value of my Plan, with the aim of beating inflation.
Limiting loss is important to me. I am prepared to accept moderate movements up and down in the value of my Plan, with the aim of achieving reasonable growth.
Managing loss is equally important to making gains. I am prepared to accept movements up and down in the value of my Plan, with the aim of achieving good growth.
Making gains is my priority. I am prepared to accept the risk of large losses and large movements up and down in the value of my Plan, with the aim of achieving high growth.
Maximising returns is my priority. I am prepared to accept the risk of substantial losses and substantial movements up and down in the value of my Plan, 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.
Wealthify charges a simple annual fee for managing your investments. It’s never more than 0.7% and can be as low as 0.4%, depending on the total value your investments. We invest your money in funds, which incur a small additional cost of typically 0.18% per year, taken directly by the fund providers. So the cost of investing is clear, with no surprises.
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.
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.
I had an unfortunate matter when, my request for a withdrawal was made a little late. This would have resulted in me missing my property completion date! (and therfore a big penalty). Fortunately, Nick and the team were very helpful and pushed through my funds in time for completion :) Very helpful and skilllful team at Wealthify. Thank you again.
good app, website and customer support
Easy to setup and manage, good phone app.
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