A man sipping coffee at his laptop by a café window

From goal to portfolio in a few simple steps.

Tell us what you’re building toward, answer a few questions, and we’ll help you get started with a portfolio that fits.

Step 1

Tell us what you want your money to do

Choose a specific goal, plan for something long term, or simply tell us you want to grow your wealth.

What are you investing for?

First Home

Buy your dream home

Retirement

A more comfortable feature

A Big Purchase

Car, Travel or something special

Grow my wealth

No specific goal, Just growth

Step 2

Help us understand how you invest.

Answer a few questions about your timeline, experience, financial situation, and comfort with market ups and downs.

How would you feel if your portfolio dropped by 15% in value?

I’d stay invested

I understand the ups and downs

I’d sell immediately

i prefer to avoid losses, Even in short term

I’d invest more

I see it as buying opportunity

I’d feel uncomfortable

I’’d be worried but stay invested

Step 3

Get a portfolio matched to you

We’ll recommend a diversified portfolio based on your answers, with a mix designed around your timeline and risk profile.

Your recommended Portfolio

Stocks
Bonds
Alternatives

Balanced

Moderate Risk

A diversified mix designed for steady growth over time

Step 4

Invest, automate, and keep track

Add money when you're ready, automate future contributions, and follow your portfolio as it grows.

Portfolio Value

All time

£0

+8.4%
1M3M6M1YALL

Auto Invest

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
40%
iShares US Equity Fund
20%
iShares Global Bond Fund
20%
Corporate Bonds
20%
Vanguard Global Stock Fund

0%

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

View status

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.

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.