Introducing Wealthify

Let Wealthify manage your investments for you

Try it out

Wealthify. Effortless investing

Introducing Wealthify, offering ISAs and general investment accounts in a remarkably easy way. Investment values can fall as well as rise and could be less than you have invested.

Flexible and affordable

You can add to your account whenever you like –  from small amounts to lump sums

24/7 access

Track your money and make changes to your account on the go, at all times

No experience needed

Investment experience not required – your money will be managed for you 1

What will you pay?

Simple fees, lower through us in the first year.

Ongoing management fees

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.

How does it work?

Effortless investing with an easy setup.

1

Get started

Decide what type of investor you want to be - from cautious to adventurous. A questionnaire will help you find out which range of investment options are right for you, and you never need to invest more than you're happy to.

2

Add to your account

You choose how much money to invest - from one-off lump sums to regular monthly amounts - then Wealthify will decide what to invest it in based on the type of investor you are.

3

Sit back

Watch Wealthify put your money to work. Their team of experts continually manage and optimise your investments and you can keep track of them online - instantly and easily.


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.

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.

Contact us

Need help from Aviva?

0800 285 1088

Monday to Friday: 8:00 – 17:00

Saturday: 8:30 – 12:00

Need help with Wealthify?

0800 802 1800

Monday to Friday: 9:00 – 18:30