Save Simply with Wealthsimple

How do you save? If your answer is like mine – badly. Then Wealthsimple maybe the perfect company to help you get on track with your savings. Especially if you are looking to save over the longer term.

Save Simply with Wealthsimple

There are so many different ways to save out there and you have to find the way that works best for you. Today I want to introduce you to one company who are trying to make saving open and easy for everyone, no matter how much money you have to spare.

You see, Wealthsimple are an investment-based company who look to help grow your wealth using their experts over the years to come.

Who are Wealthsimple?

Wealthsimple were founded in 2014 by Michael Katchen, Brett Huneycutt and Rudy Adler, who are a mix of wealth management experts and tech entrepreneurs. They now have 75,000 customers across the UK, US and Canada and have over £1.4 billion in assets.

Right here in the UK, they offer clients the ability to sign up for an ISA (Individual Savings Account) or for children a JISA.

They ask for no minimum deposit and they look to set up each client with a sophisticated investment portfolio, which has been tailed to the client’s financial goals.

You can even speak to a human adviser whenever you want to, rather than the bots than some companies offer.

What do Wealthsimple Have to Offer?

If you have over £100,000 to invest then Wealthsimple Black are for you, this allows you to get access to a lower management fee of 0.5% rather than 0.7%. Alongside personalised investment advice and even travel perks.

For those who have over £5,000 to invest then you can take advantage of Wealthsimples Socially Responsible Investing Portfolio. Which is designed to match you with companies who are making sure social responsibility is part of their plan. They are companies which look to offer low carbon emissions, fair labour standards and cleantech innovation. So you know you are only investing in people who share the same ethos as yourself.

How can you Sign up for Wealthsimple?

Sign up for Wealthsimple is well simple. It takes as little as 5 minutes, with your account being able to be funded via debit cards, bank transfer and direct debit.

Wealthsimple are authorised by the Financial Conduct Authority (FCA) to provide investment advice and discretionary portfolio management.

However, you must be aware that all investments come with risks, your investment could go down as well as up, which is why you should be looking to invest in the longer term, rather than shorter.

If you are looking to invest with Wealthsimple then you can sign up on this page to get up to 5000£ managed for free for one year!

I hope this has helped give you an insight into Wealthsimple and perhaps we will both soon be saving our way to a bigger profit with them.

What do you think of the sound of Wealthsimple, do you think they could help you?

This is a collaborative post.

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