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Jake Grout-Smith

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Review of the Wealthify, Ethical Investment Plans:

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Great values, easy to use

I have a number of different products with wealthify now as my experience has been excellent. Their app is very user-friendly and well laid out, they are efficient in such things as pension transfers and their communication is always clear, proactive and informative. Their ethical choices for their ethical plans are excellent - my independent financial advisor reviewed them and stated that they were very strong with little ‘green-washing’. Overall a great company to deal with Reviewed on: 28th February 2023

Review of the Wealthify, Stocks and shares ISA:

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Fast, efficient and ethical

I have had a wealthify stocks and shares ISA for nearly two years and have recently consolidated old pensions into their platform. Their app is amazingly easy to use, navigate and understand. Their ethical portfolios are very strong and their communication is excellent. A very modern and efficient way to bank and save Reviewed on: 18th March 2021

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