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MM87

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All reviews (5)

Review of the Wealthify, Stocks and Shares ISA:

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Easy to track

I like Weathify as a managed investment as you dont need the app, the account page works well on normal android chrome web browser. I like the emails explaining what's happening with the markets and explaining why any restructuring to my plan has been made. Reviewed on: 3rd March 2023

Review of the One Call Insurance, Insurance Broker:

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Best price for comprehensive cover

It was an easy choice to go with OneCall who offered the most competitive quote including extras other policies didn't include. It was all easy to set up and get my documents and the online account easy to manage any changes I may need to make in the future. Reviewed on: 7th October 2022

Review of the Wealthify, Self-Invested Personal Pension:

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Consolidated all pensions

I had needed up with 4 different workplace pensions from 10 years with different employers, it was very easy to get them all transfers into one with Wealthify, all I had to do was provide them the policy numbers and they did everything else. It's now easy to change my contributions and they sort out getting the tax relief which appears like majic free money with every deposit :) All share based investments took a hit with the pandemic but I feel as if the Weathify portfolio I chose suffered less than others and is recovering already. Reviewed on: 31st March 2022

Review of the Wealthify, Stocks and Shares ISA:

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Investing made simple

I've been very happy with the ease and simplicity offered by the Wealthify platform (website; I've not needed the app) to arrange transfers, set up direct debits & understand at a glance how my investment is doing. Reviewed on: 31st March 2022

Review of the One Call Insurance, Insurance Broker:

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Very competitive price

Easy to get a quote and start a policy that is very competitively priced, with clear,fair, terms and conditions information available before purchase to make a considered choice. Reviewed on: 17th September 2021

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