Self-managed
Technology can put investment planning into your hands. Ideal if you don’t have complex needs. Self-managed services are available from Seventy with the Wealthify app. This model comes without the typical financial planning costs.
About this service
A self-managed approach is ideal for people without complex financial needs, for whom paying for full financial planning and advice is potentially unnecessary and unwanted.
For now, the most important thing is to open an account and start investing. We recommend opening an investment (for example an ISA or a pension) in a portfolio that matches your selected level of risk. This is an important step and will likely be sufficient to meet your needs right now.
Your requirements may become more complicated or critical in the future. At that time you will have the opportunity to pay for financial advice. Right now, the most important thing is to simply get started.
Download our Wealthify app and get started today.
Start nowWhat you’ll receive
- Access to appropriate investment wrappers (for example ISAs and pensions)
- The ability to make lump sum and regular contributions
- A range of risk-rated portfolios
- Access to ethical investment options
- An annual suitability review to keep you on track
- The ability to consolidate existing investments (for example ISAs and pensions)
- Low and transparent fees
Compare with full advice or hybrid advice, or take the quiz.
I have enlisted the help of two leading members of Seventy Financial Planning over the past few years – Chris Riley and Andrew Brierley. Both have been fantastic and relaxed in their friendly Yorkshire manner! In fact all of the team at Seventy are great. Highly recommended.
Seventy brought real clarity to my personal situation, highlighting areas that need attention and which were performing well. I appreciated the genuine desire to understand my personal situation. The unhurried and professional approach made Seventy a pleasure to work with.
My wife and I first contacted Chris at Seventy some 10 years ago. We were very impressed with him and the advice we were given, and have been ever since. It is good to know that our finances are being taken care of by such a competent adviser and I would recommend Chris’s services to anyone.
The team at Seventy Financial Planning have provided my wife and I with invaluable expert advice and support over a number of years. Their services are very professional and first class. I would not hesitate to recommend them to anyone seeking independent financial advice.
Seventy has been a real lifesaver for us. Our investments with a previous firm were rapidly depleting. This would have resulted in severe difficulties for us. Seventy stabilised and grew our investments. That this was achieved in the difficult markets we are seeing is impressive.
Chris from Seventy sat with me and assessed my needs and how risk averse I am. He then provided me with a full review of findings and investment options. I am now in a better financial position than I would have been without his advice and I have been able to take early retirement.
Let’s chat!
You’ve learned a little about us, and now we’d like to know a little about you.
Let’s arrange a free, no-obligation call with one of our advisers.
Fill in the form and we’ll be in touch, or simply call us on 01423 611004.