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Peter Lewis

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Review of the Wealthify, Stocks & Shares ISA:

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Fair Dealing

I have zero previous experience of investing. All the pros and cons were explained to me and I was questioned to ascertain my comfort with the risk level. All my general questions were answered and everything done on my behalf is available on-line. The whole process is fair and above-board Reviewed on: 21st January 2022

Review of the Wealthify, Stocks & Shares ISA:

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My first baby steps into Investing

I wished to try investing as an alternative to the abysmal and declining rates payable in the savings market. I read the Wealthify comprehensive literature which demystified the subject and I found everything relatively straightforward. The fact that they even put potential investors through a suitability-to-invest test impressed me! My email exchanges with them have been polite and helpful and Wealthify’s approach inspired me to proceed with them…. and for me they are a local business! Reviewed on: 18th January 2021

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