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Emily F

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Review of the Wealthify, Stocks and shares ISA:

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User friendly first step into investing

I think Wealthify is a great user-friendly platform that is particularly suited to first time investors like myself who perhaps feel like they don't have the knowledge or confidence to select their own portfolio and need a simple platform that can offer the key metrics that they actually care about seeing with the reassurance that someone is managing it for them within their assessed risk appetite. I also like that I could easily choose a Sustainable investment portfolio to reflect what I care about investing in. I have definitely found it very easy to get started and understand the movements in my portfolio. I think it might be a platform that one eventually outgrows given the more limited options compared to other providers but this may well change in the future. Reviewed on: 18th January 2021

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