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Review of the Wealthify, Stocks and shares ISA:

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Positive first-time investor experience

As a first-time investor, I thoroughly researched my options and landed on Wealthify's managed investment platform. Whilst some other platforms offered lower rates, Wealthify have/had an attractive introductory offer and referral scheme. The sign-up process was clear and easy to follow, and I appreciated the design and tone of the questionnaire for assessing investment suitability and appropriate level of risk. As my experience, understanding, and level of investment grows I may transition to a less-managed platform with lower fees, but for now, I am very happy with my initial experience and investment growth. Reviewed on: 16th January 2020

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