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Lisa

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Review of the Wealthify, Stocks and shares ISA:

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Modern and Easy to understand

I have had a great experience so far with Wealthify. I initially opened a general investment account and only added a small amount to get started as I am only a beginner. The set up was very quick and straightforward with no unnecessary questions asked; they verified my details within 24 hours and I was up and running. The interface is very informative as it shows exactly how much your money is invested in different funds and it shows any upcoming sales or buys. Wealthify always keep me up to date when they rebalance my portfolio and gives reasoning behind it and always shares useful information about the market which is very important for a beginner in investing. I then closed my account as I wanted to change my investment strategy to an Ethical portfolio which was done very quickly with minimal disruption and the new Ethical account was opened instantly. I have used their help chat and the person was very helpful and friendly. Overall, I love the platform! Reviewed on: 16th March 2021

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