Low fees and no hidden costs

Affordable investing

We charge a simple annual fee that covers everything. It’s never more than 0.7% and can be as low as 0.5%, depending on the value of your Plan(s). So the cost of investing is clear and affordable, with no surprises.

Fees are taken from your Plan monthly. We quote them on an annual basis, to make them easier to understand.

Calculate your fees

How much will you invest?

Your Fee

per month inc. VAT

That's £ per year.

Your fee is calculated as % of your balance.

Try it out With investing your capital is at risk

Account size

£250 £15k £100k+

Annual fee

0.7% 0.6% 0.5%

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
Your money is invested in a number of carefully selected funds, each of which has a small charge, averaging 0.17% a year. This is taken directly from the fund at source by the fund provider. 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