About Us
We like a portfolio you can explain
Clearfold Invest is a small team on High Street in Glasgow. We built the platform so that diversified investing reads like plain English rather than a fund factsheet. The fees are written down, the jargon is left out, and the person answering your email is the person who set up your account.
How we work
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Fees in writing
Every charge is named and confirmed before you pay anything in. No surprises arriving later in small print.
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Plain words only
If a sentence needs a glossary, we rewrite it. Simple as that.
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Answers from people
Email us and a member of the team replies, not a queue of prepared paragraphs. The questions shape how we explain things.
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Careful start
We would rather spend an extra call getting the mix and the paperwork right than hurry a new account along.
Behind the platform
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Fiona McAllister
Client set-upFiona walks new clients through their first portfolio and the paperwork that goes with it.
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Daniel Okafor
Portfolio operationsDaniel keeps the rebalancing notes and the records straight, and checks the details before anything moves.
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Priya Raman
Client supportPriya answers the emails that start with a small question and end with a clearer portfolio.
Good portfolios start with a question
Tell us what you are saving for, how you would like to invest and where you are up to. A person replies by email. Nothing is opened, signed or charged through the form.