We make sure the cost of investing is clear and affordable, with no surprises.
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 of all Investment Plans you hold with us.
We invest your money in funds, which incur a small additional cost of typically ...% per year, taken directly by the fund providers. Transaction costs - incurred through the investing process - also apply. Ethical fund charges are slightly higher, typically ...% per year.
Funds are a cost-effective and convenient way to buy lots of investments all at once. We invest your money in carefully selected low-cost funds, managed by reputable fund providers.
Wealthify Investment Plans each contain around 15 funds, which hold more than 8000 diverse investments in total, such as stocks, bonds and property.
Each fund incurs a small charge, on average ...% per annum, which is taken by the fund provider at source. Learn more
Grow your Circle,
Shrink your fees.
Once you've signed up to Wealthify, you'll be able to invite people to join your Wealthify Circle. And the more people you have in your Circle, the bigger the discount you'll get on your fee.More about Circles
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!
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.
Read more reviews at Reviews.co.uk