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Review of the Wealthify, Stocks and shares ISA:

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Very Simple and Effective platform

I've found the platform to perform due diligence before they let anyone invest, they make every customer go through a risk assessment test and financial situation overview. When investing, they provide enough information where clients are aware of the costs and the risks but not too much where it would push people away. They give quarterly updates and send you information every time they do changes in your portfolio with the reasoning behind. The detail on how everything is invested is really nice and transparent. Their advantage system keep their old customers satisfied with circle system and the new ones with a generous referral system. I am also very pleased because my return with them has been very positive. I started with them because of their integration with Yolt and I stayed because of their results and the app. Reviewed on: 16th January 2020

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