ABOUT
Wealthify
Want an easy, hassle-free, and digital-first way of investing? Citadel Financial Solutions has partnered with Wealthify to offer a service that aims to meet all your investment needs.
Why Wealthify?
- A fully managed investment service – experts build and manage your portfolio for you.
- Completely online service – see exactly what you’re invested in and how it’s performing through your online dashboard.
- Affordable investing – we keep our fees low, there’s no charge for leaving, and you can start investing from just £1.
- Investments that work for you – with five levels of investment risk available and the option to invest ethically, there’s an investment Plan for anyone.
Wealthify provides an easy investment experience that makes it simple to see exactly what your investments are doing.
Find out more: Citadel Financial Solutions | Wealthify.com
Wealthify is a non-advised service. With investing your capital is at risk.
Wealthify Reviews | Read Customer Service Reviews of wealthify.com (trustpilot.com)
Citadel Financial Solutions
74 Oaklea, Honiton, Devon EX14 1XH
Telephone (01404) 549832 | Email info@citadelfs.co.uk
Calls may be recorded for training and compliance purposes
Citadel Financial Solutions Ltd. Registered Office: 74 Oaklea, Honiton, Devon EX14 1XH
Citadel Financial Solutions Ltd, registered in England & Wales No.06929296 FCA number 515001. View us on the FCA Register
Citadel Financial Solutions Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Vision Independent Financial Planning Ltd is registered in England and Wales registration number: 6650476. Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. This can be verified by visiting the FCA Register. Our FCA number is 487395.
The guidance or information contained within the website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The Financial Conduct Authority does not regulate Inheritance Tax and Estate Planning, Wills, Trusts, Business Finance, National Savings and some forms of Individual Savings Accounts.
The future value of investments can fall as well as rise and future growth is not guaranteed.