Wealthify is an investment management company based in Penarth, Wales. It is a privately limited company and was founded in 2016.
Our product ratings are designed to help you choose a quality product. We rate policies on the key features that are most important for the majority of customers.
Investing and pensions
9 products reviewed
Ready-made Ethical General Investment Accounts
1 product reviewed
Wealthify
Wealthify ethical portfolio
| Feature | Value |
|---|---|
| Cost (Year 1) |
£528.00
|
| Account closure fee |
£0.00
|
| Charge for transferring investments to another platform |
N/A
|
Ready-made Ethical Junior ISAs
1 product reviewed
Wealthify
Wealthify ethical portfolio
| Feature | Value |
|---|---|
| Cost (Year 1) |
£264.00
|
| Account closure fee |
£0.00
|
| Charge for transferring investments to another platform |
N/A
|
Ready-made Ethical Personal Pensions
1 product reviewed
Wealthify
Wealthify pension portfolio
| Feature | Value |
|---|---|
| Cost (Year 1) |
£1,060.00
|
| Account closure fee |
£0.00
|
| Charge for transferring investments to another platform |
N/A
|
Ready-made Ethical Stocks and Shares ISAs
1 product reviewed
Wealthify
Wealthify ethical portfolio
| Feature | Value |
|---|---|
| Cost (Year 1) |
£528.00
|
| Account closure fee |
£0.00
|
| Charge for transferring investments to another platform |
N/A
|
Ready-made General Investment Accounts
1 product reviewed
Wealthify
Wealthify portfolio
| Feature | Value |
|---|---|
| Cost (Year 1) |
£372.00
|
| Account closure fee |
£0.00
|
| Charge for transferring investments to another platform |
N/A
|
Ready-made Income Drawdown
1 product reviewed
Wealthify
Wealthify pension portfolio
| Feature | Value |
|---|---|
| Cost (Year 1) |
£1,110.00
|
| Cost of setting up income drawdown |
£0.00
|
| Annual cost of regular payments |
£0.00
|
| Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started |
£0.00
|
Ready-made Junior ISAs
1 product reviewed
Wealthify
Wealthify portfolio
| Feature | Value |
|---|---|
| Cost (Year 1) |
£186.00
|
| Account closure fee |
£0.00
|
| Charge for transferring investments to another platform |
N/A
|
Ready-made Personal Pensions
1 product reviewed
Wealthify
Wealthify pension portfolio
| Feature | Value |
|---|---|
| Cost (Year 1) |
£740.00
|
| Account closure fee |
£0.00
|
| Charge for transferring investments to another platform |
N/A
|
Ready-made Stocks and Shares ISAs
1 product reviewed
Wealthify
Wealthify portfolio
| Feature | Value |
|---|---|
| Cost (Year 1) |
£372.00
|
| Account closure fee |
£0.00
|
| Charge for transferring investments to another platform |
N/A
|
Savings Accounts
1 product reviewed
Easy Access Accounts
1 product reviewed
Wealthify
Instant Access Savings Account
| Feature | Value |
|---|---|
| Interest Rate (AER) |
3.35%
|
| Balance Tiers |
3.35% from £1
|
| Minimum Opening Balance |
£1.00
|
| Withdrawal Penalty |
N/A
|
| Part of FSCS | Yes |
| Bonus Rate |
N/A
|
Savings Accounts (ISAs)
1 product reviewed
Easy Access ISAs
1 product reviewed
Wealthify
Cash ISA
| Feature | Value |
|---|---|
| Interest Rate (AER) |
3.35%
|
| Minimum Opening Balance |
£1.00
|
| Part of FSCS | Yes |
| Withdrawal Penalty |
N/A
|
Our unique Customer Experience Ratings help consumers find companies that offer a good service.
Investing and pensions
Ranked 9th of 21 providers reviewed
| Customer happiness score | 71.61% |
|---|---|
| Customer trust score | 67.65% |
| Complaints performance | 65.35% |
| Transparency rating | 67.74% |
|
Fairer Finance Score Reviewed Autumn 2026 |
68.09% |