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
Amazing customer service, had a few issues regarding withdrawals which were my fault. Highly recommend.
One of my work colleagues put me onto Wealthify. It is simple, easy to use and the communication about your portfolio and re balancing is excellent. I am hooked. I have set up a monthly DD and transfer spare cash no matter how small to build the portfolio. I am maxed on ISA contributions elsewhere so am using it just for supplemental trades.
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!
Read more reviews at Reviews.co.uk