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Tracey S

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Review of the Wealthify, Junior Stocks & Shares ISA:

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Friendly, efficient and simple

As a first-time investor I was planning for my young son's future. Wealthify was recommended to me and I got in touch to look at my options. Their questionnaire made it easy for me to identify my acceptable level of risk and helped me decide how much to invest. The messaging service is really useful and it is obvious the people responding to questions are very knowledgeable. They are also friendly and efficient. Overall I have found dealing with Wealthify to be such a positive experience I wish I had done it years ago. Reviewed on: 17th January 2022

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