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Alan

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All reviews (3)

Review of the Wealthify, Stocks and Shares ISA:

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Fees and high but platform easy to use

Fees and high but platform easy to use Reviewed on: 12th March 2024

Review of the Moneyhub, App:

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Great range of features but a little glitchy at times

Connects to a huge range of providers, including Student Loans. However, some connections are very fragile - I have never managed to make Mouseprice or Zoopla work, for example. The insights are useful and graphs clear. Would benefit from more customisation, such as easier separation of accounts into categories on dashboards. Overall, one of the best. Reviewed on: 8th February 2023

Review of the Wealthify, Stocks and Shares ISA:

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Easy to use service with learning content to boot

My experience with Wealthify has been positive. The app and website are easy to use and clearly explain risks. There is less promotion of their other services than some other providers, which I see as a benefit as I find such marketing intrusive and devalues the existing customer relationship. They provide articles which gives me the opportunity to learn more. Due to the nature of the service, I would only recommend them to people I feel appropriate, for example, I would not recommend their services to those who can definitely not risk any capital loss - but this is a reflection of the space Wealthify offers services in, not the service itself. Lastly, they have been responsive when dealing with issues. Reviewed on: 18th January 2021

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