We help you build an intelligent portfolio of low-fee funds that are designed to meet your financial goals.
We invest your money across the entire stock market using funds that track the global economy. This way, you take advantage of market diversification without betting on just one company’s stock. Answer a few questions and we’ll find the right mix of investments for you, based on your personal goals.
Our approach is based on Modern Portfolio Theory, introduced by the Nobel Prize-winning economist Harry Markowitz, who proved you can minimise volatility (risk) and maximise reward (money!) by diversifying your investments.
Our account minimum is £0 and we charge a fraction of what traditional advisers do. And you’ll never pay any trading, account transfer, or other fees. Here’s what you’ll According to a quarterly review conducted by Grant Thornton, any investor requiring both advice and investment products will pay on average 2.56% per annum. save over 20 years.
Our account minimum is £0 and we charge a fraction of what traditional advisers do. And you’ll never pay any trading, account transfer, or other fees. Here’s what you’ll save over 20 years.
With investment your capital is at risk.
Our advisers are standing by to help you meet your financial goals.
Our team of experts can help you plan any important financial milestones, advise you on our portfolios, and answer any of your questions regarding account openings and funding.
We offer a free Portfolio Review service, in which our experts will analyse the efficiency of all your financial accounts.Review my portfolio
Your security and trust are important to us. We’re committed to protecting your account using the highest standards of security available.
Your assets are held securely by a custodian and your cash is also protected by the Financial Services Compensation Scheme (FSCS), to a limit of £85,000.
We use state-of-the-art security measures when handling your financial information.
Wealthsimple is backed by $100 million in investment from the Power Financial Group, a leading financial holding company. In other words – we’re not going anywhere.
We support the most popular account types.
A popular savings account that lets you invest up to £20,000 this tax year without paying UK income and capital gains taxes on future earnings.
A tax free account letting family and friends invest for your child’s future. This tax year’s allowance is £4,128.
Helps individuals build long-term wealth alongside their ISA. These accounts are taxable.
Are you paying higher fees elsewhere on your ISA, JISA, or other accounts? You don’t have to. Transfer any account with more than £5,000 to Wealthsimple and we’ll cover any transfer fees your bank tries to charge you. Questions? Call us on 0800 808 5653.