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Neil

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Review of the Wealthify, Ethical Investment Plans:

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Under-performing versus bank interest over last 3 years

Tax free investment in ISA gilts and shares. Performing at a bout 1 % over the last three years. Reviewed on: 19th March 2024

Review of the Wealthify, Stocks and Shares ISA:

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Excellent Service & Good Web Portal

Yes markets are unpredictable and plans are generally not performing well. However as an investment platform I believe the client interface is really good. The website works well, your plan is easy to follow, management fees are clear and communication is excellent. Reviewed on: 28th February 2023

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