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Jonathan Ben Avraham

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Review of the Wealthify, Stocks and Shares ISA:

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Great investment platform

I started using Wealthify a couple of years ago, I can honestly say the returns are pretty good so far. It’s a great investment opportunity to change from a regular savings ISA. They handle all the investments based on a chosen style and risk aversion level. Reviewed on: 12th March 2024

Review of the Wealthify, Stocks and Shares ISA:

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Easy but solid investment platform

Wealthify offers a range of products but when it comes to personal investment I’d choose them over anyone else if I had to make the choice again. The platform is straightforward to use and set up as counts with. I went for the Stocks and Shares ISA, they make the risk clear without intimidating you out of your investment. They manage the portfolio based on the investment style you choose (there are 4) and they even have a questionnaire which tells you which investment style is best suited for your situation. They have easy transfer options, and a dashboard where you can see the performance of your investments. Because you can regularly deposit like you would savings it decreases the risk of panic selling stocks or shares when the market drops slightly making your investment long term secure. They operate transactions through a company called winterflood securities, meaning payments into and out of your account can take a few days to process. Reviewed on: 28th February 2023

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