Wealthify Saving & Investments のアプリ分析 12月3日

With an award-winning range of products and team of experts managing everything for you, we help you get more from your money by doing less. That's why, if you value your time just as much as your finances, the smart money’s with Wealthify. AT A GLANCE • Simple choice of investment styles expertly built and managed • Grow your cash savings with competitive rates • A low-cost home to find and combine your old workplace pensions • Owned and backed by Aviva AWARD-WINNING PLATFORM • Boring Money’s 2025 Best Buy ISA and Best for Customer Service • Your Money’s 2025 Best Pension Platform • Personal Finance Awards’ Best Junior ISA — 6 years running SAFE AND SECURE • Your login details will always be kept secure — but never shared with anyone else • Secure your money with a PIN, fingerprint, or face unlock (on enabled devices) • Wealthify is owned and backed by Aviva: one of the UK’s largest financial institutions INVESTING FOR THE LONG-TERM Stocks and Shares ISA • Invest up to £20,000 tax-efficiently each year • Let our experts build and manage your Plan for you • Withdraw your money without penalty General Investment Account • A great option if you've used your ISA allowance • No limit on how much you can invest annually • Withdraw your money at any time without penalty GROWING YOUR SAVINGS Easy Access Cash ISA • Save up to £20,000 each year, with no tax to pay on any interest earned • Access your money anytime, with no fees • Withdraw and replace funds without affecting your annual ISA allowance Instant Access Savings Account • Variable interest rate, meaning the rate can go both up and down • Deposit as much as you like from £1, with no upper limit • Access your money whenever you want, with no limit on withdrawals CREATING YOUR PENSION POT Self-Invested Personal Pension (SIPP) • Find and combine previous pensions into one handy pot • Provides multiple investment options to suit your needs • Choose an Ethical Pension to save in line with your values FOR YOUR CHILD Junior Stocks and Shares ISA (JISA) • Invest in your little one from as little as £1; save up to £9,000 every year • Allow family and friends to contribute directly to your child’s JISA • Easily transfer another Junior Cash ISA or Child Trust Fund to us With investing, your capital is at risk. Tax treatments depend on your individual circumstances and may change in the future. TRACK PERFORMANCE If you choose one of our investment products, you can track your Plan’s performance effortlessly using your online or in-app dashboard. You can also add money to your Plan how and when you want. GOOD TO KNOW If you have any questions or ever need help, our award-winning Customer Care Team can be contacted via Live Chat, phone, or email. ADDITIONAL INFORMATION We accept customers over the age of 18 who are permanent UK or Channel Island tax residents. Channel Island residents are only permitted to open a GIA. We cannot accept US citizens. Wealthify does not offer advice. The tax treatment of your investment will depend on your individual circumstances and may change in the future. T&Cs and ISA rules apply. The value of investments may go down as well as up, and you could get back less than originally invested. All figures and projections shown are for illustrative purposes only and are not an indication of future returns. Wealthify Limited, Tec Marina, Terra Nova Way, Penarth CF64 1SL. Registered in England & Wales (No. 09034828) and authorised and regulated by the Financial Conduct Authority (No. 662530). ClearBank Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.