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Tec Marina,
Terra Nova Way,
Penarth
CF64 1SA

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Investments

As with all investing, your money is at risk. The value of your portfolio can go down as well as up, and you could get back less than you put in.

Savings

Wealthify Limited is not a bank, meaning we don’t have physical branches, issue debit bank cards, and you’re not able to access your money via ATMs. Our Instant Access Savings Account is powered by ClearBank; customers with an Instant Access Savings Account are introduced to ClearBank, with their deposits held by them as a ClearBank customer. Wealthify does not possess the client’s savings at any time, and customers can only view and manage their savings via their Wealthify service.

Our Cash ISA is also powered by Clearbank with Wealthify as the ISA Manager.

ClearBank Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (No. 754568).

Tax treatments depend on your individual circumstances and may change in the future. Wealthify does not provide financial advice.

Wealthify Limited is authorised and regulated by the Financial Conduct Authority (FCA No. 662530) registered in England and Wales (Company No. 09034828) with a registered office at Tec Marina, Terra Nova Way, Penarth CF64 1SA. Tel: 0800 802 1800.