Transferring made easy
Whether you want to transfer an Investment ISA or your old workplace pensions, our aim is to make this process as simple as possible. Just let us know who your investment account is with and what type of plan it is, and we’ll take care of the rest.
You will then need to decide which of our five risk levels suits you best – are you Cautious, Adventurous, or somewhere in between? And what's more, you can choose to invest ethically too!
Why Wealthify
We want to help make your money work harder. It’s simple – you choose what type of investor you want to be, from cautious to adventurous, and we’ll build you an investment Plan and manage it for you.
There’s no minimum investment, and you can withdraw anytime with no penalties. We also offer ethical Plans, so you can easily invest in line with your values.
Cautious
Minimising loss is the priority. Small movements up and down in Plan value are acceptable, with the aim of beating inflation.
Tentative
Limiting loss is important. Moderate movements up and down in Plan value are acceptable, with the aim of achieving reasonable growth.
Confident
Minimising losses is as important as making gains. Movements up and down in Plan value are acceptable, with the aim of achieving good growth.
Ambitious
Making gains is the priority. The risk of large losses and large movements up and down in Plan value are acceptable, with the aim of achieving high growth.
Adventurous
Maximising returns is the priority. The risk of substantial losses and substantial movements up and down in Plan value are acceptable, with the aim of achieving the highest growth possible.
Start Investing In 3 Simple Steps
1. You Choose
Tell us what type of investor you want to be: cautious, adventurous or in between.
2. We Invest
We build you a Personal Investment Plan with just the right mix of investments.
3. We Optimise
We monitor your Plan 365 days a year and adjust it to keep everything on track.Safe & Secure
Managed
Safeguarded
Help is on hand
Safe & Secure
Managed
Safeguarded
Help is on hand
Multi-award-winning investing
Here are just a few of the prestigious awards we've picked up along the way
ONLINE PERSONAL WEALTH AWARDS 2021
Best Wealth Investment Platform
Boring Money Best Buys 2021
Customer Service
Boring Money Best Buys 2020 & 2021
Best Buy ISA
Boring Money Best Buys 2020 & 2021
Best Sustainable ISA
Boring Money Best Buys 2020
Beginner Investors
Boring Money Investor Choice Awards 2020
Winner - Online Investment Service
British Bank Awards 2020
Best Investment Provider
COLWMA
Best Goal Based / Robo Investing
Personal Finance Awards 2019/20 & 2020/2021
Best Junior ISA
Robo Investing Awards
Best Interface and Best Ethical Investments
Moneyfacts Consumer Awards 2019
Highly commended: Digital Wealth Management Provider of the Year
British Bank Awards 2021
Best Investment Provider - Finalist
Money Age Awards 2021
Innovation in consumer finance award
YourMoney.com Awards 2022
Best Investment Platform For User Experience
Boring Money Best Buys 2022
Best Buy ISA
Boring Money Best Buys 2022
Best Buy Junior ISA
Boring Money Best Buys 2022
Best For Beginners
Boring Money Best Buys 2022
Best For Customer Service
Boring Money Best Buys 2022
Best For Sustainable Investing
Moneyfacts Consumer Awards 2022
Digital Wealth Management Provider of the year
MoneyAge Awards 2022
Small to Medium Wealth Manager of the Year
Personal Finance Awards 2022/23
Best Junior ISA, Highly Commended Best Investment ISA
YourMoney.com
Best Overall Investment Platform
Personal Finance Awards 2023/24
Best Junior ISA
