ISAs by Wealthify
ISAs available
- Investment ISA
- Junior ISA
Products available
- Funds
Contact details
Authorised and regulated by the Financial Conduct Authority (FCA), Wealthify is backed by FTSE 100 listed insurer, Aviva. Client investments and cash are held in custody by Winterflood Securities. who are part of Close Brothers Group, founded in 1878, who look after billions of assets worldwide.
Opening An Account Online
Telephone Post
Telephone
PostYou can open an account with Wealthify with a lump sum starting from £1 or a minimum monthly payment of £1.
Stocks
UK Non-UK
Wealthify does not offer access to stocks and shares. Visit the Wealthify website for more details.
Funds Self-Select Robo-Adviser
Wealthify provides access to 10 Funds through their Stocks & Shares ISA platform. Clients can also choose from a range of ready-made portfolios that provide varying degrees of risk to suit their own individual needs.
In addition to individual fund manager fees, Wealthify charge a platform fee of 0.60% per year. There is a charge of 0.07% per fund per transaction (buying or selling).
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