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Review of the Wealthify, Stocks and shares ISA:

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Easy and understandable introduction to investment savings

I transferred my daughter's junior ISA to Wealthify because I was disgusted with the massive interest rate drops in cash junior ISAs and wanted to safeguard, as well as grow my daughter's savings. I was apprehensive about investment ISAs as I thought they were complex to manage and full of risk; however I was reassured by Wealthify's good reviews, reasonable charges and how easy it was to set up, and the fact that there were competent people behind the scenes managing the investments for me. Their website explained everything in easy to understand terms, and I realised that the risks involved were no different than for my own private pension, plus the returns on the investments were so much higher than anything that cash ISAs were offering! The transfer in went surprisingly quickly and as the investments were made I soon realised that Wealthify's own projected estimated returns were on the cautious side! The ISA has been running for a number of months now and I'm very happy with how the value has increased. Their mobile app means I can check on it whenever I want, which is brilliant and so reassuring to have! There is a long time to go before my daughter will need this ISA, so I know that the daily little ups and downs mean nothing when compared to the overall upward trend, so to see it all going on each day via the app is... actually quite addictive! I'm kicking myself for not doing this sooner! Reviewed on: 18th January 2021

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