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Kai Kai

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All reviews (3)

Review of the Wealthify, Ethical Investment Plans:

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Easy, informed and ethical

I appreciate that I can choose an ethical plan for my money and remain informed about investments regularly without having to do any research myself. I started the account with a lump sum and now that my circumstances are slightly different, I plan to make use of regular contributions. Wealthify is very flexible in this regard. Even though there has not been a great deal of growth, I believe that it will make for a promising long term investment. The app is really easy to use and I check it daily. Reviewed on: 11th March 2024

Review of the Wealthify, Stocks and Shares ISA:

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Easy accessible modern service

Wealthify is my first ISA. I was looking to put aside a chunk of money to hopefully grow for the future and the app made it really easy to set up, as well as rewarding me cash for doing so. I like that I can check in on my ISA at any time and that I could choose to use my money in an ethical manner. I've recommended Wealthify to friends and family, and we have reaped the benefits through their cash reward referral schemes. I also really like how transparent and informative they are about how the investments are progressing and the market as a whole, it's not something an average user has time to research themselves. Reviewed on: 27th March 2022

Review of the Wealthify, Ethical Investment Plans:

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Perfect for first time users

This is my first ISA and Wealthify was the perfect place to start. I knew I had a little bit of additional income that I wanted to trial in Stocks and Shares, the survey to assess my risk level ensured I could feel confident about the level of risk I was actually comfortable with. Being able to choose an ethical plan that was transparent was really important to me, and the app is also very clear about what transactions have taken place. The app also makes it easy to find your details whether you want to check the progress of your funds daily or annually, it's always accessible. I rate the referral scheme quite highly as it's simple to use and accessible to groups with lower income who've been able to save a little money to invest, allowing them to add to their funds easily per referral to their initial investment (and they have even halved the amount this year). I would consider Wealthify for additional accounts as well, I'll soon be having a child so plan to open a Junior ISA to put away a little money to hopefully grow for the future. Reviewed on: 17th January 2022

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