Built Around Your Financial Goals

Every product on Wealth8 is designed around a single question: what outcome does this investor need?

The Platform

One Platform. Every Account.

Wealth8 brings your ISA, SIPP, and GIA together in one place — so you can see the complete picture of your wealth, not just fragments of it.

  • Unified dashboard showing all accounts and performance in real time
  • Cross-account view of your total portfolio allocation and risk exposure
  • Single tax reporting document at year end — no hunting through multiple providers
Open Your Account
Wealth8 platform dashboard showing portfolio allocation and performance
Deep Features

The Tools That Make the Difference

Financial advisor reviewing portfolio allocation charts
Portfolio Builder

Risk-Profiled Strategies. Your Choice.

From cautious to aggressive, Wealth8 offers 8 model portfolios constructed across UK and global assets. Whether you want a hands-off approach or want to fine-tune your allocation, the choice is yours.

Each portfolio is reviewed quarterly by our investment committee and automatically rebalanced when it drifts from target.

Goal tracking progress screen on smartphone
Goal Tracking

Track Progress. See the Probability.

Set a goal — retirement income, property deposit, school fees — and Wealth8 tracks your real-time progress toward it. Our Monte Carlo simulation shows the statistical probability of hitting your target, so you can adjust before it's too late.

Each goal is linked to its own wrapper and strategy. No crossover. No confusion.

Woman accountant reviewing tax efficiency documents
Tax Optimisation Engine

Keep More of What You Earn.

Wealth8 automatically uses your ISA allowance where it makes the most impact. Capital gains harvesting alerts let you act before year end. And when January arrives, your annual tax report is one click away.

No accountant required. No spreadsheets. Just clear, actionable information when it matters.

Account Types

Choose the Right Wrapper for Your Goals

Each account type serves a different purpose. Most investors benefit from holding more than one.

Tax-Free Growth

ISA

Tax-free growth up to £20,000 per year. Any gains and income earned inside your ISA are completely free of UK tax — now and in the future.

Pension

SIPP

Pension investing with 25% tax relief at source on every contribution you make. Your future self will appreciate every pound you put in today.

Flexible

GIA

Flexible investing with no annual contribution limits. Ideal once you've maximised your ISA and SIPP, or for medium-term goals with no fixed horizon.

Ready to Put Your Money to Work?

Open your Wealth8 account in under 10 minutes. No jargon, no hidden fees.

Start Investing Today