Wealthify circle

TTJJ · 2 May 2018 17:52

I joined the circle!

AndySUK · 2 May 2018 19:33

I’m in a wealthify circle called Monzobros 96 people in the group and we get the 20% discount

MRMR · 2 May 2018 19:34

Would you mind sharing the code?

AndySUK · 2 May 2018 19:59

https://invest.wealthify.com/Circle/Join/SWJZ38/S3LQV-0ZY6W-LCTTU/

Jackcrwhitney · 2 May 2018 21:14

Just swapped to this

TTJJ · 2 May 2018 21:16

Same here

tjmgregory · 11 May 2018 20:59

Finally got around to joining, have had this page bookmarked for too long

Edit: Spoke to soon, sorry MRMR, have joined the MonzBros to feel a part of the family

cav72 · 25 June 2018 12:13

Joined!.. or at least requested to join

icedcoffee · 25 June 2018 12:24

I signed up to the site only 2 weeks ago and setup a small monthly DD pay in.
I’ve now also j̶o̶i̶n̶e̶d̶ waiting for approval for Monzobros circle!

TTJJ · 25 June 2018 15:17

I’m part of this for a while now. It doesn’t seem to perform all that well though. I know investments are about long term results but they seem to sell off investments rather quickly without allowing any time for maturing. I’m down on my original investment already.

icedcoffee · 27 June 2018 06:59

Are the requests to join the circle being actively monitored?
I’m waiting to be accepted.

TTJJ · 27 June 2018 07:20

I don’t think you should need approving. Try removing and re-adding it on a different platform.

icedcoffee · 27 June 2018 09:12

What you mean a different platform?

I’m getting this page saying I’m waiting to be accepted.
Join_Requested___Wealthify_com

TTJJ · 27 June 2018 09:24

Try cancelling it off desktop and adding it on mobile. I did the same thing on one or the other I can’t remember but it worked on my app I think and just added me.

icedcoffee · 27 June 2018 09:31

Sorted.
I hate when the app is better than the desktop version*

*Except when it’s Monzo.

anon44204028 · 13 August 2018 16:47

So now people have had more time to try it out, are your thoughts on Wealthify still the same or has anyone changed their opinions?

https://invest.wealthify.com/Circle/Join/Q3HHQP/MU2RFW-WRWM9K/

Jingall · 1 May 2019 18:47

Is this wealthify circle still running? I havent been accepted

paoesco · 18 May 2019 11:54

Hey,

I’ve just joined the Monzbros circle using the link here :
https://invest.wealthify.com/Circle/Join/SWJZ38/JDRTWP-B2W8WH

The code is SWJZ38 and we’re already 50+ with 20% discount.

It worked with the mobile app but not on desktop website.

don_quixote · 18 May 2019 11:55

What exactly is it?

paoesco · 18 May 2019 12:15

So basically Wealthify is a robo advisor, ISA account for investments.

There’s the possibility to create circles to have discounts on management fee.

The base fee is 0,7% per annum so for £1000 in the account, you’ll pay £7 per year.

With the circle being 50+ member there’s a 20% discount so only £5.6 annual fee for £1000 invested.

That’s a lot of money saved and compared to other robo advisors fees.