Wealthify: Managed Investments

Our experts help you make the most of your money, so you can make the most of your time. That’s a real return on investment — and why the smart money’s with Wealthify. AT A GLANCE • Simple choice of investment styles expertly built and managed for you • A free way to combine your old workplace pensions • Invest in your child’s future with our award-winning Junior ISA • Grow your cash savings with competitive rates • 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 for 7 years running and Best Personal Finance Online Service — 3 years in a row SAFE AND SECURE We’re owned and backed by Aviva, one of the UK’s oldest and largest financial services institutions. Wealthify operates independently, meaning you get the best innovation in smart, simple investing together with the security of knowing that we’re here to stay and operate to the highest standards. 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 Investment Plan for you • Unlimited withdrawals of 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 CREATING YOUR PENSION POT Self-Invested Personal Pension (SIPP) • Combine previous pensions into one handy pot • Provides multiple investment options to suit your needs • Choose an Ethical Pension to invest in line with your values FOR YOUR CHILD Junior Stocks and Shares ISA (JISA) • Invest in your little one from £500; put aside up to £9,000 every year • Invite 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. GROWING YOUR SAVINGS Easy Access Cash ISA • Start with £1,000 and 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 by the end of the tax year without affecting your annual ISA allowance Instant Access Savings Account • Start from £1,000, with no upper limit • Access your money whenever you want, with no limit on withdrawals • Variable interest rate, meaning the rate can go both up and down in line with the Bank of England base rates TRACK PERFORMANCE When you choose one of our investment products, you can track its performance effortlessly using our app or online dashboard 24/7. Add money to your Plan however and whenever 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.