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Mark D

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Review of the Wealthify, Stocks and Shares ISA:

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Simple, easy to use and a great team!

I'm a Chartered Financial Planner and decided to dip my toe in the Roboadvice market, from a personal and professional inquisitive perspective. Having been an advocate of low charges and passive investment approaches for many years, Wealthify's approach spiked an interest. The costs are low, the account was very easy to set-up and running it online is so easy (brill fingerprint technology!). The investment process for assessing risk is simple, risk warnings are present and the team behind the decisions seem well qualified. How the service fares long-term, we will see - Aviva's involved does not inspire confidence having dealt with them over the years, but I understand the synergy/value for a new small company. One thing all new investors must remember, ALL the porfolios can lose money, and the risks cannot be underestimated of getting back far less than you put in. But the instruments they use seem sound, and if the costs stay low, this is far better solution for most that the high cost active fund management being peddle by many an online D2C investment platform. Good job so far, just be careful on thinking these guys have a crystal ball - they dont, they will make money and lose money over time. Super customer service to date. Reviewed on: 10th November 2017

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