Use this Wealthify refer a friend code, and you'll get £50 FREE when you invest £500 for 3 months. Wealthify offers personal investment plans nad ISAs.
If you're looking for similar services, visit the Troop Scout and find our utilities and finance discounts. Get your Nutmeg refer a friend discount code and you'll get 6 months fee-free management, or use a tickr referral code, and start investing only in companies that are trying to have a positive social and environmental impact.
How to use your Wealthify refer a friend link
- Click on the 'Get Deal' button. Visit the Wealthify referral page, and click on the 'Sign up' button.
- Choose one of the available account types - Investment ISA, General Investment, Junior ISA.
- Set up your initial and monthly investment, and choose your investment style and theme. Click on the 'Continue' button on the right.
- Review your plan summary and click on the 'Continue' button below.
- Fill in all the required information to create your account. Start a suitability review to finish the registration process and start investing.
Wealthify is made in Cardiff (South Wales), one of the youngest and most exciting European capitals. The company is operated by a team of like-minded investment experts, software engineers and entrepreneurs. At the beginning of 2018, Wealthify partnered with Aviva, the UK’s largest insurance provider.
With Wealthify, you'll get an investment plan tailored by experts, everyday market monitoring and ongoing adjustments to keep your plan on track, 24/7 mobile access , as well as live chat, and phone and email support.
With Wealthify, there'll be no surprises. All their investing costs are clear and affordable. It charges an annual fee from 0.4 to 0.7%, depending on the total value of all of your Investment Plans with Wealthify. This fee is charged for managing your investments. There's also a small additional fee (usually 0.22% per year), taken directly by the fund providers. Ethical fund charges are higher (usually 0.58% per year). Transaction costs also apply.
Wealthify is rated as excellent on Trustpilot, with a TrustScore of 4.5/5. It's ranked 35 out of 56 in the category Investment service.
Wealthify referral programme
If you have a Wealthify account and at least one invested Plan, you're eligible for a Wealthify refer a friend programme. Once a friend you invited successfully opens a Wealthify Plan, deposits minimum £500 and leaves it invested for at least three months, you'll both receive £50. The money will be deposited into your Plans.
You can refer as many friends as you want, but you can receive only up to £750 (which is equivalent to 15 successful referrals) through the Wealthify refer a friend programme.
See the deal provider's website for terms & conditions