Charlotte Casey-Smith's community profile page

Write a review

Go to business site

Viewing profile for,

Charlotte Casey-Smith

Total reviews written

Helpful marks given to their reviews

Times reviews seen

All reviews (3)

Review of the Fidelity, Pension:

View on product page

Regularly use my Fidelity App to track how my pension

I use my Fidelity app every week to track how my pension is performing, and it continues to deliver solid growth. My financial advisor, Kristian, is always available when needed, providing clear and informed advice based on current market performance. Even as a small independent customer, I’ve always found him accessible and supportive. Reviewed on: 16th April 2026

Review of the Wealthify, Stocks and shares ISA:

View on product page

The app is very easy to use and is clear and easy to...

The app is very easy to use and is clear and easy to understand how my investments are performing Reviewed on: 10th April 2026

Review of the Wealthify, Stocks and shares ISA:

View on product page

Excellent & Easy

Found out about Wealthify via Martin Lewis, and could not be happier. Very easy to use, can track investment via their App. Have recommended their service to family and friends. Reviewed on: 28th February 2023

We are helping 1000s to make smarter financial decisions

We use the power of consumer reviews to help increase trust and transparency in financial services and to deliver industry leading insight and events.