Share the love by referring a friend (or several) to Wealthify and you’ll both get £50 on us! 🤝 All they need to do is successfully open a Stocks and Shares ISA, Personal Pension or Junior ISA and invest a minimum of £1,000 for 6 months. 💷 Find out how it works here:

We’re excited to announce that Jessie Kwok is joining Wealthy as our new Chief Investment Officer. 🤝 With 15 years’ experience working in investments, Jessie is taking over the post from Colleen McHugh (who will continue to work with us as an investment consultant and remain as

Just as an FYI: we’re currently offering £50-£500 cashback when you pay and/or transfer into a Wealthify Stocks and Shares ISA. 🤑 And this offer isn’t just for new customers, either. 👀 Simply register your interest by 30th June 2025, then you’ll have 6 months to make a

Want to see us take home our fourth win of 2025? Help us by voting for Wealthify in the Good Money Guide Awards. 👀🏆 To do so (and be entered into their prize draw to win £500), leave us a review here before 1st March: goodmoneyguide.com/review/wealthi… Thank you for your continued

We’ve been nominated in this year’s British Bank Awards. So, if you love what we do, we’d really appreciate your vote! 🫶 All you’ll need to do is review Wealthify (via this link) by 30th March 2025: smartmoneypeople.com/british-bank-a… Plus, by doing so, you’ll be entered into their

You’ve probably seen us talk plenty about how our ISAs and Pension are a tax-efficient way to save and invest your money. So, here’s what this means – and why it’s considered such a good thing. 👇 And if you like the sound of investing without paying tax on any profits you make,

When markets start dropping, logging on to see your Investment Plan’s performance — coupled with noisy news headlines — can quickly become an uncomfortable experience. However, while acknowledging the discomfort that volatility can bring, it’s important to remember that this

Last week, Team Wealthify picked up our latest win: ‘Best Pension Platform’ at the YourMoney.com Investment Awards. 🎊 We’re thrilled to say this is just one of four we’ve already scooped up in 2025, as we’ve also won ‘Best Buy JISA’, ‘Best for Customer Service’, and

Have multiple workplace pensions that you forget you’ve paid into? Maybe this offer will jog your memory… 👀👇 Move your old pots into a Wealthify Personal Pension, and you could get £50-£1,000 in cashback (depending on how much you transfer)! 🤑 All you need to do is register

Your ISA Allowance shields your money from tax as it grows — so why not make the most of it? 💰 Your allowance will reset on 6th April, and you won’t be able to carry over what you didn’t use into the next tax year. Luckily, if you have a Wealthify ISA, we’re accepting one-off

Wondering what the recent volatility in the markets means for your investments? 🏄‍♂️ Although dips are to be expected when investing, we know they can still give you the heebie-jeebies. So, we decided to sit down with our new Chief Investment Officer, Jessie, to explain why it’s

A new tax year means new allowances – so, here are the key ones to use to your advantage in 2025/26. 👇 If you’re planning to use your ISA Allowance to invest, don’t forget that you could earn between £50 and £500 cashback when you pay and/or transfer into our Stocks and Shares

If you’re an investor, you’re probably well aware that there’s been some market turbulence recently. ✈️ Check out our latest market update for an in-depth look at what’s been going on, and how we’re navigating this situation for our customers. Read it here:

From markets to marathons, yields to yoga; it's about time we introduced you properly to our new Chief Investment Officer, Jessie. 🤝 #investing #saving #wealthbuilding #fintech #welshbusiness #financialservices #cardiff

‘Capital at risk’ is something you’ll often see mentioned by financial providers. But what does it mean and why are we always saying it? Periods of market volatility, like we’ve recently experienced, are a great example of why it’s vital to understand what this means before

April saw markets bounce back from recent turbulence, demonstrating the importance of staying invested during dips. 🏄‍♀️ Check out our latest market update for an in-depth look at what’s been going on, and how we’re investing for our customers going forward. 🤝 Read it here:

Because, at Wealthify, we’re all about helping you grow your wealth with ISAs, savings, and pensions. 🤝 (With investing, your capital is at risk, and you could get back less than you put in. Tax treatments depend on individual circumstances and could change. Our Cash ISA and