Balanced Portfolio
Stocks
Bonds
Alternatives
Portfolios built around you
Tell us what you want your money to do. We’ll recommend a diversified mix based on your timeline and comfort with risk.
Take control of your investments with ease.
WealthWise helps you invest around what matters to you, whether that’s a future goal, retirement, or simply growing your wealth over time.
Invest across companies you know
Trusted by 500+ people who started before they felt ready
From first-timers to lifers, people use WealthWise to turn one goal into a plan and actually stick to it.
Amara Okoli
Bought her first Flat
David Alabi
Retiring at 55, on Track
The Okonkwo’s
Building a university fund
Everything you need to build wealth. Nothing you need to babysit.
Seamless finds prospects, automates outreach, and books meetings with AI sales tools to maximize revenue.
Auto Invest
Invest automatically periodically
Amount£250 / Month
How often?Monthly
Next Investment15 Oct 2026
Keep investing on autopilot
Choose how much and how often. WealthWise automatically invests each contribution when it arrives.
Before
Stocks
72%Bonds
22%Alternatives
5%Rebalanced
Stocks
72%Bonds
22%Alternatives
5%Stay aligned as markets move
When your portfolio drifts from its target mix, WealthWise helps bring it back into balance.
First Home
£0/ £40,000
+ £1,240this year
See how your money is moving
Follow your portfolio value, contributions, performance, and progress toward a goal if you’ve set one.
Your Portfolio
5 investments
Global Equity Fund
US Equity Fund
Government Bonds
Corporate BondsSee exactly where your money goes
View the funds and assets inside your portfolio, how much each represents, and why they’re there.
Withdraw Funds
Amount
£1,000
To
Barclays **** 4281
Review Withdrawal
Est. Arrival 2 - 3 Business days
Withdrawal Requested
£1,000
Your money stays accessible
Request a withdrawal whenever you need to and track its progress directly from your account.
What do you want your money to do?
Retirement
Target age: 65
£0
Monthly Investment
£500 / month
Time To go
21 Years
20262027202820292030
£30k£20k£10k£5k£0
What actually happens to your money
Your risk profile
Answer a few questions to get your mix
Investment Goal
Time Horizon
Risk Tolerance
Your recommended Mix
Stocks
Bonds
Alternatives
How your mix gets decided
A few quick questions set your risk profile. That's what determines your split between stocks and bonds. Retake it whenever your life changes.
Your Portfolio
5 investments
Vanguard Global Stock Fund
iShares US Equity Fund
iShares Global Bond Fund
Corporate BondsVanguard Global Stock Fund0%
of your portfolio
Exposure to global companies with long term growth potential
See exactly what you own
No mystery products, no hidden bets. Open your portfolio and see every fund, its weight, and why it's in there. It's your money, you should be able to look.
Withdraw Funds
Amount
£1,000
To
Barclays **** 4281
Est. Arrival2 - 3 Business days
Review Withdrawal
Withdrawal Requested
£1,000
Take it out whenever
No lock-in, no exit fees, no penalty. Request a withdrawal and the money's usually back in your bank within a few business days.
Protected by regulation
Assets held securely
Encrypted and secure
Where your money actually lives
Your funds sit with a regulated custodian, not in our pocket. Covered up to protection limits and locked down with bank-level encryption.
See where your money could be.
See how consistent investing could grow over time. Adjust your contribution and timeline to explore the possibilities.
Monthly contribution
£250 / month
Expected Return
£115,500
In 20 years, you could have £115,500 By investing £250 every month
You’d put in £60,000 over that time. The remaining £55,500 represents potential investment growth.
Learn to invest with more confidence
Clear, practical guides to help you understand investing, make better decisions, and know what’s happening with your money.
Protected at every level
Your investments sit with regulated custodians, are covered up to protection limits, and are secured with the same encryption banks use.
Account Protection
£0k
FSCS cover per person
Assets Safeguard
£0.0B+
Held with regulated custodians
Security
0-Bit
bank-level encryption, always on
SOC 2
TYPE II
ISO
27001
GDPR
WealthWise is authorised and regulated by the Financial Conduct Authority (FCA), with eligible investments protected by the FSCS up to £85,000. Independently audited to SOC 2 Type II and ISO 27001, and UK GDPR-compliant.
Your questions,
Answered
Still Curious? Talk to us
We ask about your goal, timeline, investing experience, and comfort with risk. Your answers help us recommend a diversified portfolio that fits your situation.