Open or transfer an ISA or Pension to Wealthify, and you could get between £50 - £500 cashback when you invest a minimum of £1,000. Registration ends 20th May. New customers only. T&Cs apply. Find out more.

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.

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

Wealthify plans on dashboard showing investments separated by type. Information provided in this image does not show actual performance and is not intended to show potential investment growth.

FAQs

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In February 2018, Wealthify entered into a strategic partnership with Aviva, the UK’s largest insurance provider and a global financial services company, which included Aviva taking a majority stake in the business.

This is great news for Wealthify customers. With Aviva’s backing we’ll be able to accelerate our ambitious growth plans and bring you a host of new features and products, so watch this space!

Our investment team will continue to manage your investments independently of Aviva. We do not currently use Aviva funds in our investment Plans, and there is no obligation for us to do so in the future.

Wealthify remains fully authorised and regulated by the Financial Conduct Authority and our customers’ money can be covered by the Financial Services Compensation Scheme (FSCS) up to £50,000.

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

STOCKS AND SHARES ISA

GENERAL INVESTMENT ACCOUNT

JUNIOR STOCKS AND SHARES ISA

SELF-INVESTED PERSONAL PENSION

INSTANT ACCESS SAVINGS ACCOUNT

STOCKS AND SHARES ISA

JUNIOR STOCKS AND SHARES ISA

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 satisfaction of knowing you're on top of your money — and peace of mind that comes with being financially prepared.

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.

Wealthify savings accounts on the dashboard. Information provided in the image is for illustration purposes only and is not intended to show the potential future balance of any savings.

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.

They actively manage their ethical funds, keeping a close eye on the organisations in which they invest — employing rigorous, ongoing screening to ensure ethical standards are maintained.
We offer two investment themes, Original and Ethical. The Original theme is described as being our classic blend of investments from the UK and overseas. The Ethical theme is described as a refined blend of investments with environmental and social responsibility.

Awards

We're really proud of all the awards (over 50 and counting) 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!

Winner of Digital Wealth Management Provider of the Year at the 2022 Moneyfacts Consumer Awards
Winner of the Best Overall Investment Platform at the 2023 Your Money Awards
Winner of the Best for Beginners at the 2024 Boring Money Awards
Winner of the Best for Customer Service award at the 2022 Boring Money Awards
Winner of Best Robo Adviser Provider at the Online Money Awards 2024
Winner of the Best Personal Finance Online Service at the 2023/24 Personal Finance Awards, for the 5th year running

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 LIMITED

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.

The summary section of your Instant Access Savings Account includes information on your account's balance over different time periods. Information provided in this image is for illustration purposes only and is not intended to show the potential future balance of any savings.

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

Stocks and Shares ISAs (Individual Savings Account) are 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.

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.

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.

Wealthify plans on dashboard showing a Junior ISA. Information in the image provided does not show actual performance and is not intended to show potential investment growth.

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.

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.

A QR code that links to the Wealthify app on your device's app store, where possible. The image also includes graphic representations of the app. Information provided does not show actual performance and is not intended to show potential future investment growth.

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

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