INVESTMENT ISA
AWARD-WINNING, EFFORTLESS & MANAGED BY EXPERTS
Are you looking for a tax-efficient way to save for the future? A Wealthify stocks and shares ISA could be exactly what you need!
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.
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.
LOOKING TO TRANSFER AN EXISTING ISA?
WHY WOULD YOU TRANSFER?
- Save money on fees - you may be paying higher fees for your other ISAs and could save if you consolidate
- Your money won't be locked away, you can withdraw or transfer at any time, if you need to
HOW TO DO IT?
You can transfer any cash ISAs or Investment ISAs (aka Stocks and Shares ISAs) you have with other providers to Wealthify.
Transferring ISAs from previous tax years doesn’t impact your current ISA allowance at all, so you can still put up to £20,000 into an ISA this tax year. However, if you want to transfer an ISA you’ve paid into this tax year, you have to transfer the whole amount, and it will count towards this year’s ISA allowance.
Within your Wealthify ISA, you can set up as many different ISA Plans as you like, both for transfers in and for this tax year’s ISA allowance.
When you transfer an ISA to Wealthify, you should always use the official ISA Transfer Form to retain the ISA tax benefits.
To find out more, download our Guide to Investment ISAs.
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:
