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

4.34 Average

341 Reviews

Anonymous

Amazing customer service, had a few issues regarding withdrawals which were my fault. Highly recommend.

Posted 1 week ago

Jeff

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.

Posted 2 weeks ago

Jonah C

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!

Posted 1 month ago

Chris L

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.

Posted 1 month ago

Anxhelino

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.

Posted 2 months ago

Giada

Lovely customer service, decent returns, easy account to open and close. Overall very satisfied!

Posted 2 months ago

Read more reviews at Reviews.co.uk