Self Service

Wealthify

Wealthify is a brilliantly simple investment platform designed to break down barriers to investing. Our mission is to make investing as accessible as possible by delivering a straightforward, jargon-free experience.

Backed by Aviva, our Defaqto 5 Star rated investment service offers an easy and effortless way to invest as much or as little as you like. With no minimum investment, low fees, and access to your money 24/7, Wealthify allows customers to begin their investing journey in just a few taps.

To get started, simply choose how much to invest, and select the risk level you’re most comfortable with. We’ll do the rest – from picking the right investments to managing and optimising your plans on a regular basis.

And that’s not all! With Wealthify, customers are always in control. You can check how your investments are performing on your dashboard at anytime, anywhere. And everything can be done digitally – from setting up a Direct Debit to contacting our Customer Support team via Live Chat.

Not only do we provide award-winning General Investment Accounts, Stocks and Shares ISAs and Junior ISAs – we also give our customers the option to make their investment plans ethical, so your money gets invested in companies that are committed to driving positive change in society.

At Wealthify, we aim to revolutionise the investment world and want to shape a world where everyone can take control of their financial lives without hassle – so you can spend more time doing what you love.

If you are interested in finding out more, you can find us at: Wealthify

Bestinvest

It was back in the 1980s when Bestinvest first earned its reputation as both a pioneer and consumer champion, with the launch of a service that made investing affordable and accessible to anyone. This spirit lives on in the service we provide to clients today.

Through our award-winning, cost-effective Online Investment Service, we provide everything you need to choose and manage your own investments. It’s easy to buy, sell and review investments. There are more than 2,500 funds available plus ETFs, investment trusts and almost all UK shares. If you would like to research investments or need inspiration, you’ll find detailed fund factsheets as well as a wide range of articles and guides.

Even if you prefer a more hands-off approach to investing – because you don’t have the knowledge or perhaps the time needed – we can help. We offer Ready-made Portfolios that are chosen and managed by our investment team, so once you’ve bought one, you don’t need to make any further investment decisions. 

Bestinvest has won a large number of awards, including Best Investment Platform for three consecutive years at the Investors Chronicle and Financial Times Investment and Wealth Management Awards.

Click here for more information.

Charles Stanley Direct

At Charles Stanley Direct, we give you the tools to take control of your investments. With a wide range of investment choices at your fingertips, expert investment ideas, personal finance guides to help you consider your overall financial situation and on-the-go access via our app and online platform, we’ve laid the foundations to help you achieve your financial objectives. If you are a first time investor or are short of time, our preferred fund list and Foundation Funds and Portfolios are designed to make investing quick and easy whilst giving you access to the expertise of our in-house analysts and portfolio managers. For those who want to build their own portfolios, you can invest into Funds, UK and Overseas Shares, Investment Trusts, Gilts, Bonds and Exchange Traded Funds. And to ensure you make the most of your savings, you can shelter your investments from income and capital gains tax with a SIPP or Flexible ISA.

Backed by Charles Stanley, one of the UK’s leading Wealth Management firms, you can feel confident your investments are in safe hands. With a heritage that dates back more than 200 years, our people have successfully navigated times of great progress as well as varied and challenging economic conditions, and continue to push the boundaries of technical and professional development today. Charles Stanley Direct is a product of this commitment and the dedicated team behind this continue to demonstrate innovation and forward-thinking, whilst placing our clients at the heart of every decision we make.

If you are interested in finding out more, you can find us at: Charles Stanley Direct