Low investment fees
We keep costs low and transparent so that you can maximise your returns.
- We charge a simple annual fee of 0.6% for managing your investments (and an even lower rate of 0.3% on the portion of a Wealthify Personal Pension over £100,000).
- Wealthify Investment Plans have fund and trading fees of approximately {{Wealthify original average fee}} for Original Plans and {{Wealthify ethical average fee}} for Ethical Plans. Fund and trading fees vary, but we negotiate better fees than typically available, working hard to keep trading fees as low as possible.
- We won't charge you for any deposits, withdrawals, transfers, or if you close your Plan.
Calculate your fees
If you invest
You'll pay a monthly fee of around
(That's a year)
| Fees (p.a.) | 1st year | |
| Wealthify fee | ||
| Average investment cost | ||
| Total |
Reduced pension fee rate
What do I get for my fee?
✓ Your personalised portfolio built by our expert Investing Team
✓ Access to best in class funds – giving our customers exposure to entire markets
✓ Track your money 24/7 in-app or online
✓ Live Chat, telephone and email support from our award-winning team
✓ Ongoing monitoring and adjustments to your Plan to keep it on track
✓ Saving time and the potential trading fees of manually picking individual investments
✓ Your money and assets held securely
✓ Investment news and insights in our monthly market update and blog
Investment costs explained
Investment costs include fund charges, taken directly by the fund provider and market spread (the difference between the price we buy and sell investments).
Funds are a cost-effective and convenient way to buy lots of investments all at once. We invest your money in carefully selected low-cost funds, managed by reputable fund providers.
Wealthify Investment Plans each contain around 15 funds, which hold more than 8,000 diverse investments in total; such as stocks, bonds and property. Learn more here.
Our investing experts
At Wealthify, our team of highly experienced, qualified Investment Managers are always looking for opportunities to best position your investments, with the goal of protecting your money and achieving your long-term objectives.
Wealthify customer reviews
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