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Joseph Priestley

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All reviews (2)

Review of the Wealthify, Stocks and Shares ISA:

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Happy with overall performance

My investment in the confident plan is doing reasonably well. I kept in the market during the 2022 volatility. The communication at Wealthify is A star, very good monthly market updates and also updates when there are changes to my plan. This helps me understand how decisions are made, for someone with an interest in financial markets this is definitely one of Wealthify's strengths. Fees could be lower. Reviewed on: 11th March 2024

Review of the Wealthify, Stocks and Shares ISA:

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Super friendly and outstanding communication

I've conversed over the phone and via email on numerous occasions about my investments. Every time the team at weathify are at the top of their game. They are extremely well skilled in providing the most up to date information about all aspects of my account and their online platform. The charges are reasonable and the performance has been very competitive given the climate. I would not hesitate to recommend Wealthify. Reviewed on: 28th February 2023

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