Begin your Investing Journey

An investment strategy built for you

We’d like to introduce you to Wealthify, a digital non-advised investment service for Personal Asset Management‘s clients who have under £20,000 to invest.

Powered by the multi-award-winning investment provider, Wealthify, you can start enjoying their beautifully simple online investment service today.

With industry-leading technology and expertly managed investments, it’s now quicker, easier, and more cost-effective to invest. Sign up in less than 10 minutes, and Wealthify will build you a fully diversified investment plan and manage it according to your chosen level of risk. Plus, you can keep an eye on your portfolio from wherever you are with a secure, digital dashboard, giving you 24/7 access to your performance.

With a range of different investment plans available, there’s something for every stage of life:

  • Stocks and shares ISA – tax-efficiently invest up to £20,000 each year
  • Junior ISA – invest in your children’s future with tax-free returns until they turn 18
  • General Investment Account – a good option for anyone who’s used their annual ISA allowance
  • Personal Pension – a great way to save for your long-term goals

When investing your money is at risk. The value of your portfolio can go down as well as up and you could get back less than you put in. The tax treatment of your investment will depend on your individual circumstances and may change in the future. You should seek financial advice if you are unsure about investing.

Click here to begin

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Personal Asset Management are Independent Financial Advisors with over 50 years combined experience.  We have clients throughout Torbay, Newton Abbot, Exeter and the South of England, with our office based in Kingskerswell.

Our services include investment advice, Inheritance Tax planning, pension advice and retirement planning, mortgages and equity release.