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Charlotte R

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All reviews (4)

Review of the Wealthify, Ethical Investment Plans:

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Several years starting to pay off

I’ve been investing for years with Wealthify. They have pioneered managed ethical funding for customers like me and although it’s not an easy market it seems I’m gradually starting to see payoff with a fund that reflects my values. Reviewed on: 11th March 2024

Review of the Wealthify, Ethical Investment Plans:

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Industry leading & Accessible

I joined Wealthify’s ethical plan coming up to 5 years ago, when there didn’t seem to be much else around. They’ve been consistent, informative and reliable since, and I like being kept updated on the state of the market and of my accounts - Wealthify have always done that well, even if the updates aren’t wholly positive (due to market downturns, and natural peaks and troughs) - the updates are direct but thoughtful, easy to understand and this is compounded by the accessibility of the app too. Just a fan really. Reviewed on: 26th March 2022

Review of the Wealthify, Stocks and Shares ISA:

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Super informative, accessible & clear

Love the personalised data vis of the app, and appreciate the very regular updates from the team to my email too- both on the state of the market and regarding all and any changes to my personal plan. Reviewed on: 26th March 2022

Review of the Monzo, Current Account:

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Wonderful for the moment

I enjoy the app, trust the instant notifications, the super swift customer help - not only that but the almost immediate refunds from shops when my card was stolen, Monzo dealt with it very simply and I was super grateful. I often recommend it to friends but I'm curious about why Starling Bank is also seen as so consistently good. Hands down, beats my old high-street bank, but I do wonder how they can keep getting better and what the future holds... Reviewed on: 7th November 2018

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