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Introduced by

 * Investing
   
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      Investing
    * Investment ISA
      
       * 
         Investment ISA
       * Stocks and Shares ISA
       * ISA Transfer
   
    * Junior ISAs
    * Ethical Investments
    * General Investment Account
    * Understanding Investing
      
       * 
         Understanding Investing
       * Why Invest
       * How We Invest
       * Our Investment Outlook
       * Our Fees
       * Our Investment App

 * Saving
 * Pensions
   
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      Pensions
    * Pensions
    * Pension Transfer
    * Pension Calculator

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         Calculators
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    * Future Skills
      
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         Future Skills
       * Future Skills Homepage
       * Future Skills for Teachers
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 * About us
   
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      About us
    * Contact us
    * Meet the team
    * Careers

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WELCOME TO WEALTHIFY

Your easy-to-use, online saving and investing service.

 * Start from as little as £1 (£50 for Pensions).
 * Manage your money on our website or app.
 * Let our experts handle everything for you.

Get started


With investing, your capital is at risk. Tax treatments depend on your
individual circumstances and may change in the future.





SAVE. INVEST. BUILD YOUR FUTURE WEALTH.

Whether you're saving regularly or investing ethically, we've built a range of
award-winning products to help you achieve your financial goals.

INSTANT ACCESS SAVINGS ACCOUNT

Explore Savings



STOCKS AND SHARES ISA

Explore ISA



GENERAL INVESTMENT ACCOUNT

Explore GIA



JUNIOR STOCKS AND SHARES ISA

Explore JISA



SELF-INVESTED PERSONAL PENSION

Explore SIPP




WHY CHOOSE WEALTHIFY?

From rainy days to special days; unexpected bills to poolside chills; your
financial piece of the pie to peace of mind: Wealthify is about so much more
than just ‘putting money away’.

With a range of products for people at every stage and from all walks of life,
it’s about the confidence that comes with being prepared for the worst — and
satisfaction of knowing that building your future wealth is always for the best.

Using our simple, award-winning app or website, start from as little as £1 (£50
for Pensions), then let us look after everything for you.

Because Wealthify is for people who want more from their finances by doing less;
people who value their time just as much as their money.

Create a Plan




STAYING TRUE TO YOUR VALUES

With Wealthify, investing for your future also means being able to invest in the
planet's future at the same time.

That's why we've joined forces with best-in-class ethical fund providers, to
create five Ethical Plans that let you invest in organisations committed to
having a positive impact on society and the environment. All our fund providers
are signatories of the Principles of Responsible Investing (PRI), the world’s
leading proponent of responsible investing.

With the actively managed ethical funds employed in our Plans, they keep a close
eye on the organisations they invest in — employing rigorous, ongoing screening
to ensure ethical standards are maintained.




AWARDS

We're really proud of all the awards we've won since launching in 2016; not
because we enjoy the recognition, but because it means we're doing something
right (and that our customers are happy). These awards also help spread the word
about Wealthify — meaning other people can start enjoying it, too!




KEEPING YOUR MONEY SAFE

We know the only thing more important than making your money work harder, is
making sure it’s safe — here’s how we take care of yours.


SECURE

Your login details will always be kept secure – but never shared with anyone
else.




SUPPORT

Our friendly Customer Care Team are always happy to help via email, Live Chat,
or on 0800 802 1800.




STRENGTH

Wealthify is owned and backed by Aviva: one of the UK's largest financial
institutions.




GROWING YOUR SAVINGS

INSTANT ACCESS SAVINGS ACCOUNT POWERED BY CLEARBANK

The current interest rate: 4.91% AER / 4.80% gross p.a. (variable). The interest
rate tracks the Bank of England base rate minus a margin (currently 0.45%).

Our Instant Access Savings Account provides a variable interest rate, meaning
the rate can go both up and down; if you’re after the certainty of a fixed
interest rate, then this type of savings account might not be for you.


 * Start saving from just £1, with no upper limit.
 * Access your money instantly, with no limit on withdrawals.
 * No fees for withdrawing your savings.

Wealthify, in collaboration with ClearBank, are providing you with an Instant
Access Savings Account. Wealthify will provide the day-to-day servicing of the
account (including being the point of contact for any questions you may have),
with ClearBank providing the account itself.


Explore Savings Account




INVESTING FOR THE LONG-TERM

Regardless of your knowledge and experience, we've made the process of investing
with Wealthify as simple as possible. All you have to do is
choose your investment product, style (from Cautious to Adventurous), and theme
(Original or Ethical) — then just let our team of investment experts manage
everything else for you! 

With investing, your capital is at risk. Tax treatment depends on your
individual circumstances and may change in the future. 


STOCKS AND SHARES ISA

The Wealthify Stocks and Shares ISA (Individual Savings Account) is a great way
for UK residents to invest, with no capital gains tax or income tax to pay on
your money as it grows.

 * Invest up to £20,000 tax-efficiently each year. 
 * Invest from as little as £1; withdraw your money at any time without penalty.
 * Your Investment Plan is built and managed by our team of experts.

Explore Investment ISA




GENERAL INVESTMENT ACCOUNT

General Investment Accounts (GIAs) are a great option if you've used up your
annual ISA allowance, but still want access to diversified portfolios built and
managed by our experts.

 * Start a GIA from as little as £1. 
 * No limit on how much you can invest annually. 
 * Withdraw your money at any time without penalty.

Explore General Investments




SHAPING YOUR CHILD'S FUTURE

JUNIOR STOCKS AND SHARES ISA

A Junior Stocks and Shares ISA (JISA) is a long-term, tax-free investment
account that helps you provide a financial future for your little one. 

 * A tax-efficient way to save up to £9,000 every year for your child.
 * Allow family and friends to contribute directly to your child’s JISA.
 * Easily transfer another Junior Cash ISA or Child Trust Fund to your Wealthify
   JISA.

With investing, your capital is at risk. Tax treatment depends on your
individual circumstances and may change in the future.

Explore Junior ISA




CREATING YOUR PENSION POT

PERSONAL PENSION 

Wealthify’s Personal Pension is a great way to take more control over your
future wealth, helping your money work harder.

 * Combine previous pensions into one handy pot.
 * Provides multiple investment options to suit your needs. 
 * All investments are managed for you by our team of experts.

With investing, your capital is at risk. Tax treatment depends on your
individual circumstances and may change in the future.

Explore Pensions




DOWNLOAD THE APP

Whether you’re looking for an investment app or money saving app, our
award-winning wealth platform is available to download on iOS and Android
devices (mobile and tablet). Built with security in mind, the Wealthify app is
compatible with Face ID and Touch ID enabled handsets, making it an option for
all your saving and investment planning.

Download Wealthify




STRENGTH IN DEPTH

We’re backed by Aviva, one of the UK’s largest financial services institutions
which has looked after British consumers for more than 325 years.

Wealthify operates independently but Aviva own a majority shareholding, which
means you get the best innovation in smart simple investing together with the
security of knowing that we’re here to stay and operate to the highest
standards.

Aviva’s investment in Wealthify allows us to achieve all the things we always
wanted to, but at an accelerated pace and with greater confidence.




WEALTHIFY CUSTOMER REVIEWS




CONTACT US

Call us on 0800 802 1800
Got a question? Send us a secure message.


FOLLOW US







ABOUT US

 * Meet the team
 * Help centre
 * FAQs
 * Our investment fees
 * Careers
 * Press
 * Wealthify as a Service
 * FSCS Protection


IMPORTANT INFORMATION

 * Terms & Conditions
 * Privacy policy
 * Cookie policy
 * Accessibility
 * Complaints
 * Sitemap


PRODUCTS

 * Stocks and Shares ISA
 * Savings Account
 * Personal Pension
 * Pension Transfers
 * Ethical Investments
 * Junior ISA
 * General Investment Account
 * ISA Transfer


DOWNLOAD WEALTHIFY APP



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INVESTMENTS

As with all investing, your money is at risk. The value of your portfolio can go
down as well as up, and you could get back less than you put in.


SAVINGS

Wealthify Limited is not a bank, meaning we don’t have physical branches, issue
debit bank cards, and you’re not able to access your money via ATMs. Our Instant
Access Savings Account is powered by ClearBank; customers with an Instant Access
Savings Account are introduced to ClearBank, with their deposits held by them as
a ClearBank customer. Wealthify does not possess the client’s savings at any
time, and customers can only view and manage their savings via their Wealthify
service.

ClearBank Limited is authorised by the Prudential Regulation Authority and
regulated by the Financial Conduct Authority and the Prudential Regulation
Authority (No. 754568).

Tax treatments depend on your individual circumstances and may change in the
future. Wealthify does not provide financial advice.

Wealthify Limited is authorised and regulated by the Financial Conduct Authority
(FCA No. 662530) registered in England and Wales (Company No. 09034828) with a
registered office at Tec Marina, Terra Nova Way, Penarth CF64 1SA. Tel: 0800 802
1800.

© 2024 Wealthify Limited