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.
Available products & wrappers
| General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior pensions & SIPPs | Other |
|---|---|---|---|---|---|---|
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 (£50 for pensions) | £1 (£50 for pensions) | £1 |
Compare + Invest review of Wealthify
| Products & wrappers | Research & guidance | Charges | Overall rating |
|---|---|---|---|
What is Wealthify?
Wealthify is a robo-investor backed by insurance giant, Aviva, which aims to deliver ‘effortless investing’ for clients for as little as £1 and builds investment plans which it manages on your behalf.
Our review of Wealthify.
Wealthify is a smart looking, simple-to-use robo providing a full range of wrappers including ISAs, Junior ISAs and pensions. It is specifically designed with the novice investor in mind and stresses that no experience is required. It does what it says on the tin and this review gives it the thumbs up.
