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Cecelia John

2

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All reviews (2)
Review of the Wealthify, Ethical Investment Plans:
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Open and reliable

5
Wealthify is completely open about everything they do. They’re quick to change things if certain things aren’t performing well and reply very promptly to all correspondence. Thoroughly recommended, and ethical too. Reviewed on: 11th March 2024
Review of the Wealthify, Ethical Investment Plans:
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Ethics and trustworthiness, who could ask for more?

5
I transferred some of my Cash ISA to the ethical fund at Wealthify some time ago. ISAs aren’t the cash cows they were and I wanted something which would provide more of a return while being ethical. The people at Wealthify spent time on the phone with me to make sure it could provide what I wanted and at the risk level (low-ish!) I was happy with. There are frequent updates and information emails where certain funds have been replaced or removed, always because of concerns within the industry. I know that they will always be happy to reassure or advise where possible. I’m more than satisfied with where my money is invested and would recommend this company wholeheartedly. Reviewed on: 17th January 2023

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