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Aysel A

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Review of the Wealthify, Stocks and shares ISA:

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Easy to use, great online investment service

I opened a Stocks & Shares ISA with Wealthify in around April 2020. I now have 3 separate plans in 3 different ‘investor style’ categories (ambitious, confident & adventurous) . The app is extremely user friendly and easy to navigate. The dashboard is simple, clean and understandable. It totally takes away the headache of investing. I really rate the different investor type plans and the questionnaire they have which then tells you whether your chosen plan type is appropriate for your investing type (depending on your answers). There is a lot of information available and it is easy to see what stocks and shares have been invested in, the changes to the same and the return. Topping up is easy, as is opening new plans. There is a wealth of helpful information available from the website and the app. Overall, I have nothing but praise for Wealthify and the Wealthify team. I have recommended it to all my friends and family. I trust them completely and they are helping me secure my financial future without any hassle. Reviewed on: 4th February 2021

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