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 ...% 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.

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 ...%
& 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 ... ... ... ...
Average transaction costs ... ... ... ...

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 ...% 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

4.36 Average

331 Reviews

Anonymous

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.

Posted 2 days ago

Anonymous

Excellent Service

Posted 1 week ago

James

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!

Posted 6 months ago

Albert Millis

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!

Posted 7 months ago

Anon

Great service. Quick responses from customer. Steady performance from the investment team.

Posted 8 months ago

Matthew Tanner

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

Posted 9 months ago

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