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Steven Hodgson

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Review of the Wealthify, Stocks and shares ISA:

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Hassle Free, Communicative, and Highly Responsive: Wealthify offers a market-leading product.

As a non expert newly graduated and with savings to invest, Wealthify have offered a market leading service through an incredibly well designed online platform - ensuring that my initial investments in shares and bonds were not only easy to set up and understand, but genuinely satisfying to follow. Their main site offers considerable information on investments made, according to the investor "type" chosen (each having been carefully described, and setting out the relative caution underpinning investments made for each case). I found it incredibly reassuring that Wealthify allows customers initially to invest a negligable sum in order to "test the waters" of the platform. Addnig to this, the company also provides a reassuring tool to withdraw investments, and this feature, along with regular communication via e-mail on the progress of the investment portfolio, including handling costs of investment (which are set at quite reasonable levels) make for a considerably reassuring offering. Having undertaken a fair amount of research into rival platforms and banking institutions, Wealthify retains on balance the clear advantage in most respects, and I am certain that I shall continue to invest with them, with preference to any other comparable provider, for the forseeable future, secure in the expertise of the company and confident of the continued exemplary service they provide. I offer a sincere thanks to Wealthify for providing me with my initial foray into investments, and a key gateway for me into the workings of the investment sector as a whole. Reviewed on: 22nd February 2021

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