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Leo Madden

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Review of the Wealthify, Self-Invested Personal Pension:

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Simplicity

I have consolidated a personal pension with three small automatic-enrolment pensions into one consolidated pot with Wealthify, which I am adding to monthly. This was surprisingly easy, both setting up and making the transfers, and it only takes seconds to login and check on progress. I've taken advantage of a few cashback incentives and have found messages/queries when they've arisen answered quickly and effectively. So all good from the customer end. Fees seem ok and performance much as I expected/hope for. Reviewed on: 3rd February 2022

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