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

Kai 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 £500 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 £750.

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.

Safe & secure

Regulated

Authorised and regulated by the Financial Conduct Authority (FCA).

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. To qualify for this offer, you need to have an active account with Wealthify with at least one funded Plan.
  2. Invited friends must be new customers to Wealthify and have at least £500 invested in funds for three continuous months (the ‘Qualifying Investment’).
  3. The £50 cashback will be paid into your and your friends first Wealthify Plan after the Qualifying Investment.
  4. Any withdrawals from the friends Plan resulting in less than £500 in the first three months of investment will invalidate this offer.
  5. Invited friends must invest in their Wealthify Plan within six months of the Plan being opened. After six months, their Plan will be closed and no claim can be made under this offer.
  6. There is no limit on the number of referral invites that can be sent, and each recommended friend will qualify for a payment if they meet the conditions. The maximum that can be earned through referrals is £750, equivalent to 15 friends.
  7. Invited friends can only receive cashback once and cannot use this offer in conjunction with any other introductory offers.
  8. 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.
  9. This offer is not transferable and there are no alternatives available.
  10. Wealthify reserves the right to amend, withdraw or restrict this promotion at any time without notice.
  11. The Wealthify standard terms and conditions also apply and are not affected in any way by this offer.
  12. 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.
  13. This promotion shall be governed and construed in accordance with the laws of England and Wales.