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Mick Auserprofile

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Review of the Wealthify, Stocks and shares ISA:
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The downstairs maid that makes the Lord and lady's world happen!

5
As a small, novice , but "interested" and therefore meddlesome investor, I have other investments where I have made cardinal sins and schoolboy mistakes, whilst the team at Wealthify have managed the funds I have with them expertly. I have full updates of any changes made, but more importantly, WHY they have been made and the expectations what the changes will do. It's the best of both worlds- a managed investment that I can still tinker with based on my view of current market environments ( via changing my profile anywhere between cautious to aggressive) yet the hard work involved in the rebalancing and selection of investments suitable to that stance or market condition is made for me with expert insight and knowledge of how to do so. I may be the Lord of my own manor and decree what fair I wish to present at my banquet , but wealthify is the kitchen maid and cook that knows how to prepare the feast! Reviewed on: 26th March 2022

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