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Helen

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All reviews (3)

Review of the Wealthify, Ethical Investment Plans:

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Simple to use, good rate of return so far

I had not had a stocks & shares ISA previously. I chose Wealthify as it's part of the Aviva group - a name I recognise & trust. The plan was very simple to set up, staff have been helpful and quick to explain any queries I had. My cash ISA interest was almost 0% so I have transferred these funds to my Wealthify plan which has a much better return. There have been times when my plan has 'lost' money but it has never fallen below or been close to my original investment. Reviewed on: 17th January 2022

Review of the Barclays, Business Banking:

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Branches closing, costs increasing

I run a cash-based business (a pub). My local branch is closing imminently, so to get change or deposit cash at my bank I have a 20-30 minute drive in either direction. It took more than 4 hours to eventually contact someone by telephone when I had a problem (this included speaking to a member of staff working from home with screaming kids in the same room; being given the wrong number & having to ring back; waiting in a telephone queue for more than an hour...) Due to the pandemic my business is currently closed, but imagine trying to do that whilst also trying to serve my customers?! The fees for my account have shot up. I have been with Barclays for almost 30 years and have been very happy with their service until the last few years - now you have to have a turnover of more than £1 million to even have your own business banker. It's clear they are not at all interested in small businesses (except for milking us for charges) so I am sad I feel forced to leave. I intend to move all of my accounts - business and personal - to another bank. Reviewed on: 18th January 2021

Review of the Wealthify, Stocks and Shares ISA:

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So simple to use

My cash ISA at Barclays dropped to paying out 0.02% So I looked for an alternative option and found Wealthify's Stocks & Shares ISA. It was really easy to set up, involves no further action and is super simple to monitor via the mobile app. I have also had a really good return on my investment - particularly impressive in the current climate. I have already recommended Wealthify to several friends & family. Reviewed on: 18th January 2021

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