Low fees and no hidden costs

Affordable investing

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 0.21% per year, taken directly by the fund providers, plus transaction costs for buying and selling investments on your behalf.

Calculate your fees

How much will you invest?
£

Your Fee

£
per month inc. VAT

£ per year based on % Wealthify
     fee, plus average fund charges of 0.21%
& transaction costs of %

Try it out With investing your capital is at risk
Account size £1+ £15k+ £50k+ £100k+
Wealthify fee 0.7% 0.6% 0.5% 0.4%
Average fund charge 0.21% 0.21% 0.21% 0.21%
Average transaction costs 0.12% 0.12% 0.12% 0.12%

What do I get for my fee?

  • Your Personal Investment Plan built by experts
  • 365 days-a-year market monitoring
  • Ongoing adjustments to your Plan to keep it on track
  • Buying and selling investments for your Plan
  • 24/7 access to your money online and mobile
  • Free withdrawals
  • Live chat, phone and email support
  • Your investments held in custody securely by Winterflood Securities
With investing your capital is at risk

Fund charges explained

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 0.21% per annum, which is taken by the fund provider at source. Learn more

We use funds from leading providers to build your Plan

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

Wealthify Customer Reviews

4.41 Average

318 Reviews

Matthew Tanner

Easy to setup and use, simple charging structure, well balanced investment portfolios, easy withdrawal and lovely people.

Posted 8 hours ago

Harry Gill

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.

Posted 1 week ago

Anonymous

good app, website and customer support

Posted 2 weeks ago

Anonymous

Easy to setup and manage, good phone app.

Posted 2 weeks ago

Anonymous

Easy to use.

Posted 1 month ago

Anonymous

Easy to set up and excellent results so far.

Posted 1 month ago

Read more reviews at Reviews.co.uk