Private
wealth
UNLOCKED
Sidekick is your gateway to the financial advantages of the ultra-wealthy.
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Private
Sidekick is your gateway to the financial advantages of the ultra-wealthy.
Download the appSidekick is a next generation digital wealth manager built for people who want to do more with their money.
When it comes to building wealth, there is no ‘one size fits all’ approach. Life is complicated and everyone’s financial needs are unique. At Sidekick we’re building a ‘graduation’ product that allows our customers to access more than a vanilla portfolio from a robo-advisor. One that’s tailored to fit your needs, preferences, values, and tax situation. One that balances liquidity and risk, with a very personal combination of products that can grow your wealth in the most effective way possible.
Matt Ford, CEO and Co-Founder
Sidekick is authorised and regulated by the FCA (Financial Conduct Authority)
Investment capital is held by FINRA-regulated DriveWealth and FCA-regulated Interactive Brokers
Your savings are protected up to £85,000 by the FSCS (Financial Services Compensation Scheme)
Protected by bank-grade app security
FCA authorised and regulated
Investments custodied with FINRA regulated partner DriveWealth
Part of the Financial Services Compensation Scheme
Protected by bank-grade app security
Please remember, investing should be viewed as longer term. Your capital is at risk - the value of investments can go up and down, and you may get back less than you put in.
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The ultra-wealthy get preferential rates for high deposits, and waterfall their deposits across multiple banks to maximise protection.
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The ultra-wealthy build a strong foundation of global stocks and bonds tailored to their risk profile. They enhance this with personalised investments, aligning their portfolio with their unique values and interests.
A portfolio line of credit offers easy access to funds at a low cost without the need to sell your investments, allowing your wealth to continue growing with potential tax advantages.
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Representative APR
6.0% APR 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%.
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The ultra-wealthy allocate more to alternatives to maximise their risk-adjusted returns, and take advantage of significant tax-efficient opportunities.
These products are high-risk investments and you are unlikely to be protected if something goes wrong. Don’t invest unless you’re prepared to lose all the money you invest. Sidekick does not provide tax advice - please seek independence guidance.
The ultra-wealthy take guidance from real experts, grow their knowledge and ensure they have ‘court-side’ seats to their investments.
We’ve built a top team of finance and technology experts who want to bring the financial advantages of the ultra-wealthy to you.
That’s why we offer products designed to protect your money and grow your wealth, unlocking the strategies of the ultra-wealthy.
We're a team of investors and technologists, with experience building and scaling fintech businesses and running large multi-billion dollar investment portfolios. Sidekick is the fourth business Co-Founders Matt Ford and Pete Townsend have worked on together, and they're joined by a wider founding team of experts across the investment management and banking industry. We're also backed by Octopus Ventures, Seedcamp and Semantic, some of the most notable investors in the wealth management, fintech and crypto space.
Yes, we're authorised and regulated by the Financial Conduct Authority (FRN 984829). You can see our FCA registration here
Sidekick is authorised and regulated by the Financial Conduct Authority (FCA).
Interactive Brokers (IBKR) is a global broker and acts as the custodian for Sidekick's core investment portfolios, holding client assets and ensuring regulatory compliance. IBKR is authorised and regulated by the FCA.
Our Easy Access and Fixed Term savings accounts are provided by GB Bank. GB Bank has a full UK banking licence and offers the same level of protection as the traditional high street banks. GB Bank Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register number: 850286). Your deposits with GB Bank are protected up to £85,000 by the Financial Services Compensation Scheme (FSCS). Any deposits you hold above the limit are unlikely to be covered. Learn more about FSCS protection here
Currencycloud, our payments services e-money provider, is authorised by the Financial Conduct Authority (FCA) for the issuance of electronic money and the provision of payment services (FCA registration number 900199). It's important to note that as Currencycloud electronic money accounts are not bank accounts, the UK FSCS does not apply. Currencycloud does however safeguard any funds held on a client's behalf, for further details on their safeguarding approach, please see here
Please note that your e-money wallet is used to facilitate the funding of your investment strategy rather than to hold cash.
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