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Geoff Wakefield

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All reviews (5)

Review of the Wealthify, Stocks and Shares ISA:

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Initiative App and very responsive staff

From the day I started with Wealthify, I found their team to be helpful and very responsive. The content and information provided about your investments performance is very useful and helpful in explaining not only how, but why your investments are performing the way they are. The app is also very intuitive and easy to use and I happy with the fees that are charged. Reviewed on: 11th March 2024

Review of the Wealthify, Ethical Investment Plans:

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Easy to use with great customer service

I have been with Wealthify for a couple of years and find the platform so easy to use and affordable. The customer service is also great with staff quick to respond and follow up to queries when contacted. Reviewed on: 28th February 2023

Review of the Wealthify, Self-Invested Personal Pension:

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Very responsive team who are very helpful

I Opened a Wealthify pension to consolidate my precious employment pensions in one place and they do all the work for you to get it all in one place. So easy and so quick. Whenever I have a problem they ar quick to get hold of and respond. Reviewed on: 17th January 2022

Review of the Metro Bank, Current account:

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Real People-People Service

My current account opening process was so quick and easy and the staff so helpful, even in the midst of Covid-19! I mainly use my app to transact and it is easy to navigate with very useful information provided on my spending for account management. Reviewed on: 20th March 2021

Review of the Wealthify, Stocks and Shares ISA:

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Easy to set up and a pleasure to manage

I am a first time investor and using Wealthify made it easy and quick for me to being my investment journey in a manner that I am comfortable. Reviewed on: 20th March 2021

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