12 MONTHS OF ZERO MANAGEMENT FEES
AWARD-WINNING, EFFORTLESS & MANAGED BY EXPERTS
Get more from your money with an investment account that can be set up in just minutes. Open a GIA with as little as £1 and pay no management fees for 12 months. New customers only. Full terms and conditions here.
With investing, your capital is at risk. The tax treatment of your investment will depend on your individual circumstances and may change in the future.
Leadenhall Learning Limited (trading as Money to the Masses) is an appointed representative of Wealthify Limited which is authorised and regulated by the Financial Conduct Authority. Money to the Masses acts as an appointed representative for the purpose of promoting Wealthify products and introducing customers to Wealthify.
HOW TO QUALIFY:
Step 1
Choose how much to invest and pick one of five investment styles to create your Plan
Step 2
Deposit a minimum of £1 into your Wealthify General Investment Account
Step 3
Enjoy 12 months management fee free investing from the date you open your GIA
WHY WEALTHIFY?
We want to help make your money work harder. It’s simple – you choose what type of investor you want to be, from cautious to adventurous, and we’ll build you an investment Plan and manage it for you.
You can withdraw anytime with no penalties and we also offer ethical Plans, so you can easily invest in line with your values.
CAUTIOUS
Minimising loss is the priority. Small movements up and down in Plan value are acceptable, with the aim of beating inflation.
Tentative
Limiting loss is important. Moderate movements up and down in Plan value are acceptable, with the aim of achieving reasonable growth.
Confident
Minimising losses is as important as making gains. Movements up and down in Plan value are acceptable, with the aim of achieving good growth.
Ambitious
Making gains is the priority. The risk of large losses and large movements up and down in Plan value are acceptable, with the aim of achieving high growth.
Adventurous
Maximising returns is the priority. The risk of substantial losses and substantial movements up and down in Plan value are acceptable, with the aim of achieving the highest growth possible.
ALWAYS WANTED TO INVEST?
General Investment Accounts (GIAs) are a simple way to invest and a great option if you've used up your annual ISA allowance. You can start a GIA with as little or as much as you like and there's no limit to how much you can put in.
Our experienced investment team will build and manage your General Investment Account for you. You can add to or withdraw from your GIA whenever you want, and keep an eye on how it's performing any time, either online or on our app.
Simply choose how much you'd like to invest and the level of risk you are comfortable with and see how much your money could be worth.
Safe & Secure
MANAGED
Your money, managed by our team of experienced and qualified investment experts.
SECURE
Your log-in details will be kept secure and never be shared with anybody else.
HELP IS ON HAND
Our customer service team are happy to help with any queries on 0800 802 1800 or on Live Chat.
STRENGTH IN DEPTH
Wealthify is backed by Aviva, one of the UK’s largest financial services institutions which has looked after British consumers for more than 300 years.
We operate independently of Aviva, which means you get the best innovation in smart simple investing together with the security of knowing that we’re here to stay and operate to the highest standards.
Being part of the Aviva group of companies allows us to develop our business, but at an accelerated pace and with greater confidence.
MULTI-AWARD-WINNING
Here are just a few of the prestigious awards we’ve picked up along the way:
