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Halifax: Investment Account reviews

Name: Investment Account
Rating: 3.6 (5 reviews)

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3.76

Based on 5 reviews, last reviewed 19th Mar 2025

No new 5 star reviews

in the past 90 days

No new 1 star reviews

in the past 90 days

20%

60%

3 star

2 star

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Latest highest rating:

4

Moved from Santander Moved from Santander as they have dire customer service so much happier with this bank. Reviewed on: 19th March 2025

Latest lowest rating:

1

The worst place to throw away your money? I have had a now stagnated ISA investment account for a good number of years which fortunately only has a few thousand in it. Its "supposed" to excee... Read more Reviewed on: 12th December 2020

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Halifax investment reviews from our Smart Money People can help you to get the inside track on what having a portfolio with Halifax is really like. Oh, and if you have experience using Halifax investments, you can write a review too. Smart Money People is the UK's leading financial services review site. Together, we can help us to increase trust and transparency in financial services.

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Halifax Investment Account reviews (5)

Moved from Santander

Moved from Santander as they have dire customer service so much happier with this bank. Reviewed on: 19th March 2025

Good interest rates but...

Halifax offers good interest rates for saving accounts and the process to join them is very straightforward. However, at no point they inform clients what happens to the money that they invest. I'd ask from my bank transparency in relation to this and Halifax don't do this Reviewed on: 28th March 2023

Good account

Excellent account easy to set up Reviewed on: 4th February 2023

The worst place to throw away your money?

I have had a now stagnated ISA investment account for a good number of years which fortunately only has a few thousand in it. Its "supposed" to exceed various benchmark tracker funds by between 1% and 3% in various areas over any 3 year period. Not once has it managed that. In fact collectively the ISA hasn't met that for a single year never mind over 3 years. Even for the part that is supposed to be in a FTSE tracker is down 5% on the last 5 years compared to a published FTSE tracker. You'd be MUCH better off not paying them to manage it. Truly awful performance. No one seems to hold them to account. Reviewed on: 12th December 2020

Great Customer Service

I set up an investment ISA. They ensured I had all the relevent information. W Reviewed on: 9th June 2017

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