Join Wealthify and start a Circle, then invite family, friends, neighbours, or anyone you like.
When they join and start a Plan, you'll all save on your fees.
The bigger your Circle, the lower your fees - and everyone gets the same great discount!
Many of our customers use Circles to save on their fees each month
A customer investing £13,000 over 10 years, with 50 people in their circle would pay £182 less in fees
Share your circle with friends and family to grow it faster
Ed has invested £25,000 in his Wealthify Plan and created a Circle, Ed's Crew. With 52 members, he'll now save around £30 a year in fees
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.
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