With Wealthify, we're bringing easy and affordable investments to you.
-
Affordable investments with low fees and no hidden costs. -
Simple and easy to use. Access your plan 24/7 online or via the Wealthify app.
-
No hassle investments with Wealthify managing them for you. So you don't need to be an expert.
- The value of your investment can go down as well as up, you could get back less than you invested.
TSB acts an introducer for the investment products of Wealthify. TSB and Wealthify can't give you advice about these products. So if you're unsure do get independent financial advice.
TSB and Wealthify operate on a 50/50 revenue share arrangement of the management fees after costs.
TSB won't share your personal details with Wealthify, see our Data Privacy notice.
When you go to the Wealthify website, you'll be subject to their Data Privacy notice.
With Wealthify you pay a simple monthly fee. The fee is made up of two parts and is based on the value of your investments, so it will vary month-on-month in line with fluctuations in the value of your Plan. Fees are taken monthly straight from your Plan reducing its value.
Here are examples of what your fees could look like if you invested £1,000 in an Original and Ethical Plan. Indicative cost of investing £1,000 with Wealthify in an Original Plan. (Correct as at 10/11/21).
| Title | Annual % | Annual Est. | Monthly Est. |
|---|---|---|---|
| Wealthify management fee |
0.60% |
£6.00 |
£0.50 |
| Average investment costs | 0.16% |
£1.60 |
£0.50 |
| Total | 0.76% |
£7.60 |
£0.63 |
Indicative cost of investing £1,000 with Wealthify in an Ethical Plan. (Correct as at 10/11/21).
| Title | Annual % | Annual Est. | Monthly Est. |
|---|---|---|---|
| Wealthify management fee |
0.60% |
£6.00 |
£0.50 |
| Average investment costs | 0.7% |
£7.00 |
£0.58 |
| Total | 1.3% |
£13.00 |
£1.08 |