Wealthify

You may have seen it was someone’s birthday this week… ours! 🎂 Wealthify is officially 10 years old — and who better to tell you a bit more about our story so far than some of our longest-serving employees? 🎬

That’s right — Wealthify is officially a decade old! 🎈 And since it’s a time to celebrate, we thought we’d look back on some of our top achievements from each year so far: wealthify.com/blog/wealthify… Thank you for all the support you’ve shown Wealthify, whether you’ve been a customer for 10 years, 10 months, or just 10 days. We’re honoured that you’ve trusted us to help your money reach its full potential. ✨

Want to top-up your ISA or pension before your tax-free allowance resets on the 6th? Maybe you just want to know how it all works? Whatever you need help with, here’s when you can reach us over the weekend. 👇 Find out how to contact us here: wealthify.com/help-centre?re… (With investing, your capital is at risk.)

We’re nominated at the British Bank Awards — and we’ve loved seeing your votes (and reviews) roll in over the past few weeks! 🥰 If you’d like to see us become finalists, there’s still time to vote. 👀 Simply leave us a review by 1st April 2026 — and you could win £1,000: smartmoneypeople.com/british-bank-a… If we do qualify for the next round, you’ll be able to vote for us until 21st April 2026. Thank you for all your support so far! 🫶 (British Bank Awards T&Cs apply. This prize draw is in no way associated with Wealthify and is for any person who votes for any company (not just us). The awards are in no way sponsored, endorsed, administered by, or associated with X.)

We saw some short-term volatility last month, but markets still managed to provide broadly strong returns. 🌱 For the full lowdown, read February’s market update from Harry, our Investment Analyst, here: wealthify.com/blog/month-in-… (With investing, your capital is at risk, and you could get back less than you put in.) #investing #economy #investorlife #stocks #wealthbuilding #finance

What do bears 🐻 and bulls 🐂 have to do with investing? More than you might think, actually… Watch this video to find out how they could impact your investment returns over time. 🎥 (With investing, your capital is at risk, and you could get back less than you put in) #investing #stocks #trading #finance #money #investor

We know times like this can be daunting. But when markets are volatile, a simple checklist could help keep you – and your financial goals – on track. And if you do have any questions about your Investment Plan, don’t forget our Customer Care Team are here to help. 🧑‍💻 (With investing, your capital is at risk. Wealthify does not provide financial advice.) #investing #finance #stocks #trading #stockmarket

With 6th April just a month away, now is the time to ask: have you made the most of your current tax-free allowances before they reset? ⏳ Here’s what you need to know: wealthify.com/blog/end-of-ta… (Wealthify does not offer financial advice. Tax treatments depend on individual circumstances and may change.) #investing #personalfinance #wealthbuilding #moneytips

Have you spotted our latest ads around London, Bristol, or Edinburgh? 👀 From tube lines to train stations, our ads spotlight the best part of life with Wealthify – less time investing, more time living. Seen any of our ads yet? Drop a comment below and let us know where you saw it! 👇

The start of the year brought strong starts, new milestones, and familiar volatility for the markets. 📈📉 For the full lowdown, read January’s market update from Harry, our Investment Analyst, here: wealthify.com/blog/month-in-… (With investing, your capital is at risk, and you could get back less than you put in.) #investing #economy #investorlife #stocks #wealthbuilding #finance

Have you taken advantage of our refer a friend scheme yet? 🫰 Remember, for every investor you refer to Wealthify, you’ll both get £50 on us! All they’ll need to do is open and deposit £1,000 into our Stocks and Shares ISA, Pension, GIA, or Junior ISA, and keep it invested for 6 months or more. Find out how to do it here: wealthify.com/refer-a-friend… (Capital at risk. T&Cs apply. Referrals must be new customers only, and you can refer up to 50 people. This means that a max. of £2,500 will be rewarded to you.) #investing #personalfinance #stocks #wealthmanagement #trading

We’re thrilled to be nominated in a number of categories this year — including Best Investments Provider. But we need your help to win. 🫶 To help us get through to the finalist stage, all you need to do is review us here by 1st April 2026: smartmoneypeople.com/british-bank-a… Voting also means you’ll be entered into a £1,000 prize draw! 🫰 P.S. If we make it through to the finalist stage, you’ll be able to vote for us up until 21st April 2026. (British Bank Awards T&Cs apply. This prize draw is in no way associated with Wealthify and is for any person who votes for any company (not just Wealthify). The awards are in no way sponsored, endorsed, administered by, or associated with X.)

Keen to learn the investing basics this year? 📝 In this episode of Investing 101, our Chief Investment Officer, Jessie, answers the question: what are the different types of assets to invest in?🎥 #investor #stocks #investing #bonds #stockmarkets

Help us take home our first win of 2026! 🗳️ If you love our products and service, let us know by voting for us here: goodmoneyguide.com/awards/investi… You’ll have until Saturday, 31st January 2026 to have your say — and you’ll also be entered into their prize draw to win £500. 🤑 Thank you for your continued support. 🫶 (Good Money Guide T&Cs apply. This prize draw is in no way associated with Wealthify, and is for any person who votes for any company – not just us. These awards are in no way sponsored, endorsed, administered by, or associated with X.)

The S&P 500 took a hit in December — but gains from non-US markets helped global shares to finish the year with a bang. 💥 Read our final market update of 2025 here: wealthify.com/blog/month-in-… (With investing, your capital is at risk, and you could get back less than you put in.) #investing #economy #investorlife #stocks #wealthbuilding #finance

When you invest with Wealthify, you benefit from our dedicated team of experts managing your money — so you can invest with confidence. 🤝 As we look ahead to 2026, here are some insights about how Jessie and the team managed our customers’ investments over the past 12 months: wealthify.com/blog/where-do-… (With investing, your capital is at risk, and you could get back less than you put in. Wealthify does not provide financial advice.) #investing #goals #wealthbuilding #stocks #trading

2025 is coming to a close — and what an exciting year it’s been for Team Wealthify. ✨ To all our customers: thank you for being the most important part of it all. 💛 We can’t wait for 2026 with you...🥳 #investing #wealthbuillding #trading #saving #stocks #personalfinance

Forget sleigh bells — what about investment bells? 🔔 Here’s the story behind this cherished Wall Street tradition. 👇 #investing #stocks #trading #finance #investor