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See insightHelping you make the most of your money.
Whether you want to invest a lump sum or a little each month, select a pre-built portfolio or build your own, we’ve got an investment option for you.
Your capital is at risk when you invest. Tax treatment depends on individual circumstances and may change in future.

Getting Started
Choose an investment service that’s right for you
Personal Pension
(SIPP)
Choose from a retirement target-date fund or create your own retirement portfolio.
Combine pensions online so you can keep track of and manage your pension in one place.
Make flexible contributions starting from as little as £25 a month.
Stocks & Shares
ISA
Choose from a managed investment portfolio or a create your own.
Investing in a Stocks & Shares ISA means you don’t pay capital gains tax (CGT) or income tax, so more money stays yours.
Make a lump sum payment or top-up with regular payments from as little as £25 a month up to your annual allowance of £20,000.
General Investment Account (GIA)
Better suited to individuals who have already used their ISA allowance this tax year.
Invest in the same range of funds that are available within our ISA with no annual limit Unlike ISAs, you can invest as much as you like into a GIA but it is important to note that there are no tax benefits involved.
We've got everything covered
Why choose my wealth invest?
Education
We've educated millions of people in the workforce for over 20 years. We use our education specialists to help you understand the key investment principles before you invest.
Investment Management
Our in-house team of investment experts research the whole of the market to allow us to offer diversified investment options.
Transparent fees
Our fees are clearly outlined to you before you complete your application.
Regular updates
We will send regular updates on market activity to keep you informed - including summaries and opinions from our investment experts.
Support from real people
We pride ourselves on our workforce. Each member of our support team holds qualifications in investment principles and risk.
Instant access
The my wealth invest app lets you access your account 24/7 for an instant view of your investments, wherever you are.
Regulated services
We are authorised and regulated by the Financial Conduct Authority (FCA) and covered by the Financial Services Compensation Scheme (FSCS)

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24th March 2025
This Debt Awareness Week new research reveals top money worries.
This Debt Awareness Week (24th – 30th March), WEALTH at work – a leading financial wellbeing, retirement and workplace savings specialist, are encouraging employers to support employees to tackle money issues and build a saving safety net.