Compare The Platform: Wealthify

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Wealthify

Wealthify, a fairly new robo-adviser with little-to-no investment minimums, was acquired by Aviva in 2018. It offers ISAs and general investment accounts. After choosing your risk level, investment amount and investment objective, Wealthify allocates you to a portfolio. The underlying investments are ETFs. Mobile apps allow you to monitor your portfolios on the go.

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Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPs Junior SIPP Lifetime ISAs Others
Research, Tools and Information

Advice, Help and Contact

Direct phone and email contacts supplemented by live chat.

Learning

Detailed blog section, articles and resources.

Tools

Plan/portfolio creator tool.

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
Annual fee 0.60%
Average Investment Costs (Original) Variable depending on risk; Original Plan varies from Cautious (0.13%) to Adventurous (0.18%)
Average Investment Costs (Ethical) Variable depending on risk; Ethical Plan varies from Cautious (0.32%) to Adventurous (0.84%)

Minimum Investments

Lump-sum Top-ups Monthly
£1 £1 £1

Compare the Platform Says

Products & Wrappers Research & Guidance Charges OVERALL SERVICE
3.0
3.0
3.0
3.0
A middle-of-the-road robo.