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 0.5%, 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 0.17% per year, taken directly by the fund providers.

Calculate your fees

How much will you invest?
£

Your Fee

£
per month inc. VAT

£ per year based on % Wealthify
fee and average fund charges of 0.19%

Try it out With investing your capital is at risk
Account size £1+ £15k+ £50k+
Wealthify fee 0.7% 0.6% 0.5%
Average fund charge 0.19% 0.19% 0.19%

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 Business Services
  • Your money is invested the next working day after we receive it

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 0.19% 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