Easy access
Although investments are designed for the long term, you aren't locked into Wealthify. You can withdraw or transfer at any time from a Stocks and Share ISA or General Investment Account with no penalties. But please note, any withdrawals would reduce your fund during the rest of the investment term and therefore it's value. For information on accessing your money, visit the Wealthify FAQ page.
Affordable investments
Only invest what you can afford, start investing from as little as £1 or as much as you like. You can choose to set up regular monthly payments or just top up whenever you like. The simple, flat-rate fee is based on a percentage of the amount you invest and covers the management fee for your investment, plus investment costs (details of the fees in the section below).
You’re in control
With Wealthify, you choose which investment style suits your needs, from Cautious to Adventurous. And there's an option to invest ethically if you want.
Clear and simple
You can check how your Plan is performing whenever you like, online or with the Wealthify app. You also know how much you’re paying with clear and affordable fees.
Managed for you
Wealthify’s investment managers will monitor your funds and decide where best to invest. So, you don’t need to be an expert to get started.