FREQUENTLY ASKED QUESTIONS
What is easyWealth?+
easyWealth is a marketing and product-discovery platform that introduces users to third-party investment opportunities and educational content.
Who is easyWealth for?+
easyWealth is designed for people exploring tax-aware wealth-building products, alternative investments, and educational tools before deciding what to do next.
Does easyWealth provide financial advice?+
No. easyWealth does not provide investment or tax advice. If you are unsure what is suitable for you, you should seek advice from a qualified professional.
What types of financial products are available on easyWealth? Does easyWealth offer its own financial products?+
easyWealth highlights selected third-party investment products and educational journeys. It does not currently offer its own regulated investment products.
How does easyWealth select products on the platform? How does easyWealth make money?+
Products are selected to fit the brand and customer proposition. easyWealth may earn revenue from introductions or commercial partnerships with product providers.
Does using easyWealth cost me anything?+
Browsing easyWealth and reading its educational content does not require a fee. Any charges related to an investment will be disclosed by the underlying provider.
Are fees or commissions disclosed?+
Yes. Any material fees, charges, or commissions should be disclosed by the relevant product provider before you proceed.
Is easyWealth regulated by the FCA?+
No. easyWealth is not authorised or regulated by the Financial Conduct Authority for the activity of introducing users to third-party providers.
Are the product providers regulated?+
Some providers may be regulated and some may not. Each provider should tell you clearly whether it is authorised by the FCA and what protections apply.
Is my money held by easyWealth?+
No. easyWealth does not hold client money. If you decide to invest, your relationship and any payment flow will be with the relevant third-party provider.
How secure is my data?+
easyWealth takes reasonable steps to protect data submitted through the site and only uses it for legitimate commercial and operational purposes described in its policies.
Are investments on easyWealth guaranteed?+
No. Investments carry risk and returns are not guaranteed. You could lose some or all of the money you invest.
Is my investment protected by FSCS?+
Not necessarily. FSCS protection depends on the product structure and whether the underlying provider and activity qualify for protection.
Who is responsible for investment performance?+
The underlying provider and the nature of the investment determine performance outcomes. easyWealth does not manage the investments on your behalf.
Do I need an account to browse products?+
No. You can browse public pages without an account, though some features or future journeys may require registration.
Can I invest directly through easyWealth?+
At the moment, easyWealth primarily introduces users to third-party providers rather than acting as the direct investment platform.
How can I contact easyWealth?+
You can use the contact page, site forms, or other support routes shown on the website to get in touch with the team.
How does easyWealth ensure transparency?+
easyWealth aims to be clear about product status, risk, third-party relationships, and the fact that it does not provide personal financial advice.
Can product providers pay to be listed?+
Commercial arrangements may exist with providers, but that should not be confused with a recommendation or personalised advice.
Does easyWealth accept liability for losses?+
No. easyWealth does not accept responsibility for investment losses arising from third-party products or services.
Where can I find the full terms and conditions?+
You can review the legal pages on the site, including the Terms & Conditions, Privacy Policy, and Disclaimer, for the full details.