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emccarthy

3

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All reviews (3)
Review of the Wealthify, Ethical Investment Plans:
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I recommend Wealthify

5
I have recommended Wealthify to several friends looking at investing for the first time. As a first-time investor I found their Stocks and Shares ISA easy to open, with a user-friendly assessment tool to work out my level of risk. The app is clear and shows the performance of my investments, with different ways to visualise data on my account. I no longer have the introductory offer of reduced fees but I feel the experience I receive from Wealthify is worth what it costs. Reviewed on: 11th March 2024
Review of the Wealthify, Ethical Investment Plans:
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Easy ethical investing

4
Wealthify have a great app which makes monitoring my investments easy. They provide regular, interesting and relevant customer communications. The process of selecting my plan and signing up was also very easy. Reviewed on: 28th February 2023
Review of the Wealthify, Stocks and Shares ISA:
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Easy investing for the inexperienced!

5
Wealthify make investing very easy for those new to the area, and the customer experience was faultless from setting up a new ISA and transferring an existing one from my bank. The fees are also very reasonable compared to other operators on the market! Reviewed on: 18th January 2021

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