What will you pay?
Simple fees, lower through us in the first year.
Open an account through us and you won’t have to pay the monthly Wealthify Management fee for a year – currently at a rate of up to 0.7% a year.
Investment fund fees
You’ll pay a small, annual percentage of your investment – this can vary, but is typically between 0.16% and 0.23% a year for the Original portfolios, or between 0.42% and 0.69% a year for the Ethical portfolios.
Why invest with Wealthify?
Think investing’s right for you, but not sure where to start? Wealthify could be the answer.
- Flexible and affordableYou can add to your account whenever you like – from small amounts to lump sums.
It’s easy to set up an ISA or investment account. You can add one-off lump sums or regular monthly amounts to your ISA (up to the ISA allowance limit, currently £20,000 for the 2018/19 tax year) or investment account – paperwork-free.
- Make changes easilyIt’s free and easy to do.
Want to edit your investment plan? You can do so at any time, fee-free.
- A choice of portfoliosChoose to invest in our Original portfolios or in funds that make a positive impact on society and the environment.
Our ethical fund providers are signatories of the Principles of Responsible Investing (PRI) so you can rest assured your money is doing good for others – as well as for you.
- No experience needed
Investment experience not required – we manage your money for you.
Wealthify offer a range of investments options for you – from cautious to adventurous – their experts will then manage your investments for you.
Is investing for you?
Growing your money over time is a goal worth reaching for. While you do need to remember that, with investing, your capital is at risk and the value of your money can go down as well as up – meaning you could get back less than you put in – this doesn’t mean you shouldn’t consider it if you’re keen to make your money work harder. There are some common myths that might make you think twice about investing; here’s why you shouldn’t let them stop you getting started.
Myth 1 : It's too risky
While investing involves risk, it’s not always too risky to invest your money. With Wealthify, you never invest more than you’re happy to. Plus, you choose the type of investor you want to be – from cautious to adventurous – Wealthify will build a plan that you’re comfortable with.
Myth 2: It’s too complicated
With Wealthify, no experience is no problem, because your investments will be managed for you. That means you don’t need to tackle the financial markets yourself – your investments will be monitored and optimised for you all year round.
Myth 3: It’s better to save
You might be thinking that because you have money saved, there’s no point in investing. But, while savings are vital for unexpected expenses, investments have the potential to beat the rate of inflation – so having money in both savings and investments makes great financial sense.
Want more choice?
Looking for a broader range of investment options? Our Aviva Stocks & shares ISA and Investment account might be more what you are looking for.
Aviva Stocks & Shares ISA
Make the most of your money by investing with our tax-efficient Stocks & Shares ISA.
Aviva Investment Account
Open an Aviva Investment Account and manage your money with our easy-to-use online investment service.
Start investing today
Pay no Wealthify management fees for a year – just investment fund fees 2. After that standard Wealthify fees will apply, currently up to 0.7% a year.