Wealthify: Managed Investments

Wealthify

Mayelana nalolu hlelo lokusebenza

Ochwepheshe bethu bakusiza ukuthi usebenzise imali yakho kahle, ukuze ukwazi ukuyisebenzisa kahle isikhathi sakho.

Lokho kuyinzuzo yangempela ekutshalweni kwezimali — futhi kungani imali ehlakaniphile ihambisana ne-Wealthify.

NGAPHANSI

• Ukukhetha okulula kwezindlela zokutshala imali ezakhiwe ngobuchwepheshe futhi ziphathwe kahle ngawe
• Indlela yamahhala yokuhlanganisa impesheni yakho yakudala yasemsebenzini
• Tshala imali ekusaseni lengane yakho nge-Junior ISA yethu ewine imiklomelo
• Khulisa imali yakho yokonga ngamanani ancintisanayo

• Iphethwe futhi isekelwa yi-Aviva

IPLATFORM ENQOBA IMIKLOMELO

• I-Boring Money's 2025 Best Buy ISA kanye ne-Best for Customer Service
Iplatifomu Yempesheni Engcono Kakhulu Yemali Yakho ka-2025
• I-Best Junior ISA Yomklomelo Wezezimali Zomuntu Siqu iminyaka engu-7 ilandelana kanye ne-Best Personal Finance Online Service — iminyaka emi-3 ilandelana

IPHEPHILE FUTHI IPHEPHILE

Siphethwe futhi sisekelwa yi-Aviva, esinye sezikhungo zezinsizakalo zezezimali ezindala kakhulu nezinkulu e-UK.

I-Wealthify isebenza ngokuzimela, okusho ukuthi uthola ubuchwepheshe obusha obuhle kakhulu ekutshaleni imali okulula nokuhlakanipha kanye nokuphepha kokwazi ukuthi silapha ukuze sihlale futhi sisebenze ngezindinganiso eziphakeme kakhulu.

UKUTSHALA IMALI ISIKHATHI ESIDE

Amasheya kanye namasheya ISA
• Tshala imali efika ku-£20,000 ngendlela ephumelelayo yentela minyaka yonke
• Vumela ochwepheshe bethu bakhe futhi baphathe uhlelo lwakho lokutshala imali
• Ukukhipha imali yakho okungenamkhawulo, ngaphandle kwenhlawulo

I-Akhawunti Yokutshala Imali Ejwayelekile
• Inketho enhle uma usebenzise isibonelelo sakho se-ISA
• Akukho mkhawulo wokuthi ungatshala malini minyaka yonke
• Khipha imali yakho nganoma yisiphi isikhathi ngaphandle kwenhlawulo

UKWAKHA I-PENSION POT YAKHO

I-Personal Pension Ezitshalile (SIPP)
• Hlanganisa impesheni yangaphambilini ibe yi-pot eyodwa elula
• Inikeza izinketho eziningi zokutshala imali ezifanela izidingo zakho
• Khetha i-Ethical Pension ukuze utshale imali ngokuhambisana namanani akho

NGENGANE YAKHO

Amasheya Asencane kanye namasheya ISA (JISA)
• Tshala imali kumntwana wakho omncane kusukela ku-£500; beka eceleni imali efika ku-£9,000 njalo ngonyaka
• Mema umndeni nabangani ukuthi banikele ngqo kwi-JISA yengane yakho

• Dlulisa kalula enye i-Junior Cash ISA noma i-Child Trust Fund kithi

Ngokutshala imali, imali yakho isengozini. Ukuphathwa kwentela kuncike ezimweni zakho futhi kungashintsha esikhathini esizayo.

UKUKHULISA IMALI YAKHO ENGAGCINWA

I-Easy Access Cash ISA

• Qala ngo-£1,000 bese wonga kufika ku-£20,000 minyaka yonke, ngaphandle kwentela okufanele uyikhokhe kunoma iyiphi inzalo oyitholile
• Finyelela imali yakho noma nini, ngaphandle kwezimali
• Khipha futhi ushintshe imali ekupheleni konyaka wentela ngaphandle kokuthinta isabelo sakho sonyaka se-ISA

I-Akhawunti Yokonga Yokufinyelela Okusheshayo
• Qala kusukela ku-£1,000, ngaphandle komkhawulo ophezulu
• Finyelela imali yakho noma nini lapho ufuna, ngaphandle komkhawulo ekuhoxisweni
• Izinga lenzalo eliguquguqukayo, okusho ukuthi izinga lingakhuphuka futhi lehle ngokuhambisana namazinga ayisisekelo eBhange laseNgilandi

UKUSEBENZA OKULANDELEKILE

Uma ukhetha omunye wemikhiqizo yethu yokutshalwa kwezimali, ungalandelela ukusebenza kwayo kalula usebenzisa uhlelo lwethu lokusebenza noma ideshibhodi eku-inthanethi 24/7. Engeza imali kuhlelo lwakho noma kunjalo futhi noma nini lapho ufuna.

KUHLE UKUKWAZI

Uma unemibuzo noma udinga usizo, iThimba lethu Lokunakekelwa Kwamakhasimende eliwine imiklomelo lingaxhunyanwa nge-Live Chat, ucingo, noma i-imeyili.

ULWAZI OLUNYE

Samukela amakhasimende angaphezu kweminyaka eyi-18 ahlala unomphela e-UK noma e-Channel Island. Izakhamuzi zase-Channel Island zivunyelwe ukuvula i-GIA kuphela. Asikwazi ukwamukela izakhamuzi zase-US.

I-Wealthify ayinikezi iseluleko. Ukuphathwa kwentela kokutshalwa kwezimali kwakho kuzoncika ezimweni zakho futhi kungashintsha esikhathini esizayo. Imithetho nemigomo kanye nemithetho ye-ISA iyasebenza. Inani lokutshalwa kwezimali lingase lehle futhi likhuphuke, futhi ungabuya ngaphansi kwalokho okutshalwe ekuqaleni.

Zonke izibalo kanye nokubikezela okubonisiwe kungokwezinjongo zokubonisa kuphela futhi akusikho isibonakaliso sembuyiselo yesikhathi esizayo.

I-Wealthify Limited, i-Tec Marina, i-Terra Nova Way, i-Penarth CF64 1SL. Ibhaliswe e-England nase-Wales (No. 09034828) futhi igunyazwe futhi ilawulwa yi-Financial Conduct Authority (No. 662530). I-ClearBank Limited igunyazwe yi-Prudential Regulation Authority futhi ilawulwa yi-Financial Conduct Authority kanye ne-Prudential Regulation Authority.

Yini entsha

We’ve implemented some minor bug fixes and made other improvements to keep things running smoothly.