Set your goal, build your plan, and track your progress over time
Capital at risk. The value of investments can go down as well as up, so you could get back less than you put in. Risk Disclaimer
Whether it’s retirement, a first home, family security, or long-term financial freedom, Investwizz supports you in building a starting investment plan around what matters to you.
Of UK adults save money every month or most months.
Investing can feel confusing, and 62% of UK adults are not currently investing, often because they lack confidence or clarity. Investwizz changes that by starting with something simple: your goal.
Source: FCA Financial Lives 2024
Investwizz helps you move from goal to plan to progress with guidance and visibility at each stage.
Choose what you’re investing for, whether that’s retirement, a home, family security or something else that matters to you.
Answer a few simple questions and use Investwizz to build a starting plan around your goals and preferences.
See how you’re doing over time, stay on top of your next steps and make updates as your life changes.
Investing is usually more suited to money you can leave for the longer term, because values can rise and fall over shorter periods.
Capital at risk. The value of investments can go down as well as up. FCA InvestSmart: Golden rules of investing
Invest with flexibility inside a clear goal-based framework. Access a broad investment universe without losing sight of the goals that matter to you.
Built with UK-grade regulatory standards and bank-level security infrastructure designed to protect your investments and data. Serious protection. No shortcuts.
Investing should never come with surprises. No hidden charges. No complicated pricing structures. Just clear, transparent fees.
Set goals, get support building your own plan, and see your progress and next steps. Access a broad range of investments while staying focused on what matters to you.
Because investing should feel clear, supported, and within your control.
Capital at risk. The value of investments can go down as well as up, so you could get back less than you put in. Risk Disclaimer
Short, practical reads to help you feel more confident about your next step.
What it actually means when a platform says you could lose money.
The basic idea of investing, the assets involved, and why it is usually long term.
The basic ISA concept, the main types, and why the wrapper is not the investment.
Be first to explore how Investwizz supports you in setting goals, building your own plan, and seeing your progress over time.
Capital at risk. The value of investments can go down as well as up. Risk Disclaimer