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
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