What will you pay?
Simple fees, lower through us in the first year.
- Wealthify management fees
If you sign up through Aviva, 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 be charged a small percentage of your investment – this can vary between funds but typically ongoing fund fees are between 0.16% and 0.23% a year.
Start investing today
Sign up through Aviva to 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 3
Think investing’s right for you, but not sure where to start? Wealthify could be the answer – but how does it work?
- Start with £1
It’s easy to set up your ISA or investment account. Start with any amount, and add more monthly to your ISA (up to the allowance limit), and at any time to your investment account – paperwork-free.
- Investments made easy
Wealthify can offer you a range of investment options – from cautious to adventurous. Wealthify’s experts will then manage your investments for you.
- Make changes easily
Want to edit your investment plan? You can do so at any time, fee-free.
- 24/7 control
Wealthify’s investment experts will manage your money, keeping things simple for you.
Is investing for you?
It might seem complicated – and it isn’t for everyone, but investing can make your money work a lot harder.
The benefits of investing
Investing your money could help your money grow, but it does carry more risk than cash savings, so you need to be comfortable with the ups and downs of investments. To help, Wealthify offer a range of investment options with different levels of risk. Please remember that the value of your investment could go down as well as up and you could receive back less than you invested.
Build your future
Looking for different ways of saving and managing your money? If you invest in an ISA you can pay in up to £20,000 tax-free every year.
Want more choice?
Looking for a broader range of investment options? Our own 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.