Simple and straightforward app which is free to use for investing in a restricted range of shares, trusts and ETFs within a general investment account (but charges for an ISA)
Reviewed on: 14th March 2024
I like that wealthify offers actively managed ethical funds, unlike most 'robo-advisor' platforms who only offer in passive etf's. It is reasonably cost-effective for my small pot (I plant to transfer out in a couple of years once the monthly fees reach a comparable amount to what I can get on the flat-rate platform I hold my SIPP on). The investments have performed well over the last year. Wealthify suits my current needs well, the app is a joy to use and I have confidence in their management.
Reviewed on: 11th March 2024
The flat rate platform fee is very cost effective for regular investing into a SIPP. The platform is also a great source of information and research:I especially like the ACE 40 list of 'best in class' ethical/sustainable funds.
Reviewed on: 10th March 2023
Lowest cost option for my small (£5k) investment amount. Excellent app - a pleasure to use. Reassuring that money is invested in reputable active funds rather than just ETFs
Reviewed on: 28th February 2023
