Why Investwizz exists.
Finding the right way to invest shouldn't mean guessing on funds or navigating complex fee structures. Investwizz was created to give people who earn well a clearer path to wealth. For a flat £9.99 a month (Underlying fund charges, around 0.25%, may also apply), we deliver:
- Clear tools: Take the guesswork out of your financial goals.
- Tax-efficient growth: Maximise returns through our ISA.
- Zero hidden costs: Absolutely no dealing charges, custody fees, or FX conversion fees.
- Predictable pricing: Your monthly fee stays exactly the same as your balance grows.
Your capital is at risk. The value of your portfolio can fall as well as rise.
Stocks & Shares ISAs only, for now.
of potential investments sit idle in UK cash accounts, much of it losing value to inflation. Every year you wait, your money buys less.
Source: Barclays, 2024. Figures are general market context, not advice.
See what yours could become
For the people we kept seeing fall through the cracks.
Michael Sherman is building Investwizz with Matt Sherman for people who want a real plan, but who don't believe in percentage fees or three-meeting onboarding flows. The brief is simple: give them the structure, keep them in control, and never charge a percentage of their wealth.
Michael Sherman
- Former Partner & Managing Director, Boston Consulting Group
- Former Managing Director, Digital & Customer Propositions, Barclays UK
- Former Non-Executive Director, Ocado Group (FTSE 100)
- MBA, Duke University, Fuqua School of Business
- Member, BAFTA Commercial Advisory Board
- Named #3 on The Power List (2019); UPstanding Top 100 Executives (2020)
Matt Sherman
- Engineering lead for the Investwizz platform
- Co-Chair, Investwizz Technology Advisory Board
- BASc Artificial Intelligence & Data Science, Manchester Metropolitan University
- Previously: Computer Science Specialist at VRAIn, medical AI & signal-processing research
A clear plan, and a portfolio you control.
Investwizz is a modern investing app for busy professionals who want a clear plan without the cost or formality of traditional wealth management.
We don't provide regulated financial advice. We give you the structure, the tools and a clear starting point to make your own decisions, tax-efficiently, and against goals that matter to you.
You stay firmly in control. We help you build a plan and a model starting portfolio aligned with your answers; you decide what happens next.
What we are not.
Transparency matters, especially with money. Here's exactly what Investwizz does not do.
We don't give financial advice
Investwizz provides tools and information, not personal recommendations. Nothing on this site or in the app tells you to buy, sell or hold a specific investment.
We don't decide for you
We don't make investment decisions or trade on your behalf. You remain responsible for your own choices, and you approve everything.
We don't pretend returns are guaranteed
Capital is at risk. The value of investments can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future results.
We don't replace your other professionals
We're not your accountant, your IFA, an estate-planning lawyer or a private bank. Tax rules vary by individual circumstances and may change. We always encourage you to seek expert advice where you need it.
Your capital is at risk. The value of your portfolio can fall as well as rise.
You earn well. It's time
your investments did too.
Download the app and build a free starting plan around your goal, your comfort zone and your real numbers. You only invest when you're ready.
Free to download. Capital at risk: the value of your investments can go down as well as up, and you may get back less than you invest.