Product | Investwizz

Capital at risk. The value of investments can go down as well as up, so you could get back less than you put in. Tax rules can change and their effect depends on your individual circumstances.

PRODUCT OVERVIEW

Set goals, build your own plan, and see your progress in one place.

Investwizz keeps your goal, plan and progress together so you can see what you’re working toward, how your starting plan is taking shape, and what to do next.

Instead of navigating complex dashboards or trading-style tools, you can stay focused on the goal that matters to you and the progress you’re making over time.

Built for people who want more clarity, structure, and progress, not market noise.

Investwizz sign-in screen for a goal-based investing journey

Story

A clear loop for goal-based investing.

Investwizz helps you move from goal to starting plan to ongoing progress, without losing sight of why you’re investing.

Welcome to Investwizz01 / 3

01Goal

Start with the goal that matters to you.

Begin with what you’re investing towards and the timeline you have in mind. Your goal stays at the centre of every next step.

02Plan

Build a starting plan you can understand.

Use Investwizz to shape a starting plan you can review, refine, and keep aligned with your preferences.

03Insight

Track progress and next steps.

See how you’re doing over time, understand what changed, and spot the next steps that may help keep your goal on track.

How it works

Build your own plan in 4 clear steps.

From your first goal to ongoing progress checks, the process stays clear, structured, and in your control.

Set your goal

Choose what you’re investing towards, set a target, and make your goal concrete from the start.

Build your starting plan

Use Investwizz to build a starting plan you can review, understand, and adjust.

Set your contributions

Choose how much to contribute and how often. Regular contributions can help you keep moving toward your goal over time.

Track your progress

See how your goal is progressing, what has changed, and the next steps you may want to take as life changes.

What you'll see

Goals, plan and progress. In one place.

The product is designed to help you see what you’re aiming for, how your starting plan is set up, and what needs attention next.

Your goals, plan and progress at a glance

See the target you’re working toward, how your plan is tracking, and the movements that matter most in one view.

What changed and why it matters

Understand how movements affect your progress, without needing to decode a trading dashboard.

What may need your attention next

Stay on top of contributions, progress, and the updates you may want to make as your life changes.

FAQ

Straight answers.

Straight answers to the questions people actually ask.

Pricing

Simple, transparent pricing.

Choose the plan that fits how you want to invest.

Free

£0/month

Practice with virtual money

Practice with £2,500 virtual money
Limited AI Copilot choices

Investwizz Core

50% off

£9.99/month£15 total for 3 months

Everything you need to invest confidently

ISA

Trade in a Stocks and Shares ISA
Up to 3 real money portfolios
Full AI Copilot features
£5,000 virtual money in simulated portfolios

Investwizz Plus

Coming soon

Built for growing wealth across accounts

Access across multiple account types
Unlimited portfolios
Proactive monitoring

Including SIPP & GIA (launching later this year)

Coming soon

Compare fees

See how fees add up over time.

This interactive tool is for general illustration only. It does not compare specific providers, recommend Investwizz, or constitute financial advice. Your circumstances and actual costs may differ.

Your portfolio size

Comparison on service / management fees only. Underlying investment costs not included.

Flat fee

Investwizz Core

Monthly subscription

£119.88/year

£9.99 × 12 months

% based

Typical robo-advisor

0.65% annual fee

£325.00/year

50,000 × 0.65%

Your potential annual savings

£205.12

That's 63% less in fees each year

This calculator provides an illustrative comparison only. Actual fees vary by provider and product. Capital at risk. The value of investments can go down as well as up.

Early access

Join the waitlist for early access.

Be first to explore how Investwizz supports you in setting goals, building your own plan, and seeing your progress and next steps.

Capital at risk. The value of investments can go down as well as up. Risk Disclaimer

Set goals, build your own plan, and see your progress in one place.

Investwizz keeps your goal, plan and progress together so you can see what you’re working toward, how your starting plan is taking shape, and what to do next.

Instead of navigating complex dashboards or trading-style tools, you can stay focused on the goal that matters to you and the progress you’re making over time.

Built for people who want more clarity, structure, and progress, not market noise.