Sidekick: Wealth Management

About Sidekick: Wealth Management

Sidekick is your gateway to the financial advantages of the ultra-wealthy, offering high savings interest rates, exclusive investment opportunities, and flexible liquidity solutions - to help you invest, grow and manage your personal finance and wealth with confidence.


MAXIMISE YOUR SAVINGS WITH COMPREHENSIVE CASH MANAGEMENT

- Earn a high yield with competitive interest rates
- Manage liquidity with easy access and fixed term savings accounts
- Enjoy FSCS (Financial Services Compensation Scheme) protection on savings balances up to £120,000 per person, per bank


MINIMISE FEES WITH TAX-EFFICIENT LOW COST INVESTMENTS

- Achieve global market performance with minimal fees in our stocks, bonds and money market funds
- Invest in a tax-efficient ISA for no additional cost and enjoy tax-free returns
- Receive regular updates on performance


BUILD YOUR PERSONALISED PORTFOLIO

- Add personalised investments aligned with your values or financial goals
- Customise the S&P 500 by excluding specific companies, sectors, or categories
- Reduce over-exposure to your employer's stock


INVEST LIKE THE ULTRA-WEALTHY WITH EXCLUSIVE OPPORTUNITIES

- Invest in Venture Capital Trusts (VCTs) with up to 30% income tax relief and tax-free dividends
- Take advantage of lower ticket sizes, with investments from £3,000
- Top-tier alternative investments opportunities are coming soon


ACCESS LIQUIDITY WITHOUT SELLING YOUR INVESTMENTS

- Preserve your wealth and benefit from potential tax advantages by borrowing, not selling
- Borrow up to 40% of your portfolio's value, requires minimum £10,000 investment, loans can't be used for investing purposes (subject to eligibility)
- 6.0% Representative APR (fixed). Based on a loan of £10,000 repayable over 24 months (two years) with an interest rate of 6.0% per annum (fixed). Monthly repayment of £443.21 and a total amount repayable of £10,637.04. This representative APR applies to loans of £10,000 to £19,900 over 6 to 30 months. We offer loans from £1,000 to £60,000 with loan terms from 6 to 30 months. The maximum APR rate you could be offered is 8.0%.

STAY INFORMED WITH EXPERT STOCK MARKET INSIGHTS

- Receive regular updates on your portfolio's performance
- Get the latest stock market news in our free weekly Market Pulse newsletter
- Join a community of like-minded investors to grow your wealth smarter


GROW YOUR WEALTH WITH CONFIDENCE

- Sidekick is authorised and regulated by the FCA (Financial Conduct Authority)
- Sidekick's team includes experts from fintech, public equities, venture capital, banking and tech - bringing world-class experience to the platform, and allowing you to invest with peace of mind
- Sidekick is backed by top-tier investors like Octopus Ventures, Seedcamp and Pact


SIGN UP FOR FREE TODAY


Sidekick is a next-generation digital wealth manager offering access to excellent savings interest rates across easy access and fixed term accounts, low cost stocks and shares ISAs, personalised portfolios, alternative investments like Venture Capital Trusts, and borrowing products like Lombard lending.

Combining state-of-the-art technology, and a team of in-house experts - Sidekick unlocks access to the financial advantages of the ultra-wealthy.

Sidekick provides best-in-class wealth management tools and expertise the financially ambitious need to grow and manage their wealth. By sharing the latest stock market news and personal finance updates, the app allows you to see your money work harder from day one.

Sidekick prioritises transparency, ease and empowerment, so you stay confident with every investment. Gain exclusive access to high-yield flexible savings, tax-efficient investments, and flexible borrowing solutions that fit your goals. Join the Sidekick community to get a head start on your wealth-building journey with the knowledge, support and opportunities you need to thrive financially.

When investing your capital is at risk.