Compare The Platform: Wealthify

/Wealthify

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 InvestmentsISAsJISAsPensions & SIPPsJunior SIPPLifetime ISAsOthers
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 CHARGESPRODUCT CHARGESOTHER CHARGES
£1-14,9990.70%
£15,000-£49,9990.60%
£50,000-£99,9990.50%
£100,000+0.40%
Underlying fund charge0.22%
Average transaction charge0.07%

Minimum Investments

Lump-sumTop-upsMonthly
£1£1£1

Compare the Platform Says

Products & Wrappers Research & GuidanceChargesOVERALL SERVICE
3.0
3.0
3.0
3.0
Good product range Blog, articles and resources.AverageA middle-of-the-road robo.