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 - all designed 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 a selection of easy access and fixed term savings accounts
- Enjoy FSCS (Financial Services Compensation Scheme) protection on savings balances up to £85,000 per person, per bank


MINIMISE FEES WITH TAX-EFFICIENT LOW COST CORE INVESTMENTS

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


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


ACCESS LIQUIDITY WITHOUT SELLING YOUR INVESTMENTS

- Borrow up to 40% of your portfolio’s value at low cost (subject to eligibility)
- Preserve your wealth and benefit from potential tax advantages by borrowing, not selling
- Requires minimum £10,000 investment, loans can’t be used for investing purposes


STAY INFORMED WITH EXPERT STOCK MARKET INSIGHTS AND INVESTMENT SUPPORT

- Receive personalised updates on your portfolio performance
- Get the latest stock market news, trends and investment updates 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 big tech - bringing world-class experience to the platform, and allowing you to invest with peace of mind
- Sidekick is backed by world-class investors like Octopus Ventures, Seedcamp and Pact


SIMPLIFY YOUR PERSONAL FINANCE

- Manage your savings, investments and borrowing in one intuitive wealth app
- Get personalised recommendations and updates that help you towards your financial goals
- Read straightforward progress reports and stock market updates


SIGN UP FOR FREE TODAY

- It’s completely free to join Sidekick and start saving and investing
- We have clear and transparent fee structures for all products and services
- It’s fast and simple - you’ll be up and running in a matter of minutes


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 investing, alternative investments like Venture Capital Trusts, and borrowing products like Lombard lending.

Combining state-of-the-art technology, and a team of in-house financial 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 start seeing 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.

Remember, as with all investing, your capital at risk.