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You're invited

Welcome to Wealthify, a new approach to investing. Sign up and invest today and you could receive a £50 joining bonus in your plan. T&Cs apply.

How it works Sign up

Tean has invited you to join Wealthify!

Sign up

How refer a friend works

Sign up and invest

Open an investment Plan with Wealthify, fund it with £250 or more and leave it invested for at least three months. You'll need to sign up using the link from your friend, and be a new customer to Wealthify to qualify.

You both earn £50

Once you've qualified, you'll receive a joining bonus of £50. Your friend will also earn £50 for referring you.

Keep it going

The more friends you invite, the more you earn! Just share your own unique link with your friends and boost your plan by up to £1,500.

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.

There's no minimum investment, and you can withdraw anytime with no penalties. We also offer ethical Plans, so you can easily invest in line with your values.

1

Cautious

Minimising loss is the priority. Small movements up and down in Plan value are acceptable, with the aim of beating inflation.

2

Tentative

Limiting loss is important. Moderate movements up and down in Plan value are acceptable, with the aim of achieving reasonable growth.

3

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.

4

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.

5

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.

Try it out

Safe & secure

Managed

Your money, managed by our team of experienced and qualified investment experts.

Protected

Up to the first £85,000 of your money can be protected by the Financial Services Compensation Scheme (FSCS).

Safeguarded

Your money is held separately with Winterflood Securities, who act as your custodian.

Help is on hand

Our customer service team are happy to help with any queries on 0800 802 1800 or on Live Chat

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Terms & Conditions

Invite your friends and family to join Wealthify and you could receive £50 each to top up your Plan.

  1. These terms and conditions apply for an account registered from 11/03/2023.
  2. To qualify for this offer, you need to have an active account with Wealthify with at least one funded Plan.
  3. Invited friends must be new customers to Wealthify and have at least £250 invested in funds for three continuous months (the ‘Qualifying Investment’).
  4. The £50 cashback will be paid into your and your friend's first Wealthify Plan after the Qualifying Investment.
  5. Any withdrawals from the friend's Plan resulting in less than £250 in the first three months of investment will invalidate this offer.
  6. Invited friends must invest in the Wealthify Plan within six months of the Plan being opened. After six months, the unfunded Plan will be closed and no claim can be made under this offer.
  7. There is no limit on the number of referral invites that can be sent, but the number of friend recommendations qualifying for a payment is capped at 30 and subject to availability.
  8. Invited friends can only receive cashback once and cannot use this offer in conjunction with any other introductory offers.
  9. The £50 cashback will form part of the current tax years ISA allowance if it’s deposited into a qualifying ISA. If the ISA has received their maximum allowance, the cashback will be paid directly into the bank account registered under the Wealthify account.
  10. This offer is not transferable and there are no alternatives available.
  11. This offer is available only for personal referrals. Wealthify reserve the right to refuse, cancel, or reclaim any payments made where a referral is made as part of a business or linked via a third-party website.
  12. Wealthify reserves the right to amend, withdraw or restrict this promotion at any time without notice.
  13. The Wealthify standard terms and conditions also apply and are not affected in any way by this offer.
  14. Wealthify accepts no liability or responsibility for claims under this promotion which are lost, delayed or undelivered, nor any liability for technical errors or communication failures in networks and/or internet access.
  15. This promotion shall be governed and construed in accordance with the laws of England and Wales.

If you registered using a Refer a Friend link on or after 20/02/2023 but before 11/03/2023, the terms and conditions for that offer can be found here.

If you registered using a Refer a Friend link before 20/02/2023, the terms and conditions for that offer can be found here.