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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 OnlineYes TelephoneNo PostNo

You can open an account with Wealthify with a lump sum starting from £1 or a minimum monthly payment of £1.

Stocks UKNo Non-UK No

Wealthify does not offer access to stocks and shares. Visit the Wealthify website for more details.

Funds Self-SelectNo Robo-AdviserYes

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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