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Ingrid S

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Review of the Wealthify, Stocks and shares ISA:

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Customer focused

I felt like my advisor was really listening to my current needs and my future plans. The onboarding process was smooth and their online platform is easy to use. When I needed to make a change to my plan, my advisor was quick to respond and implemented my request without any hassle or a hard sales push. Reviewed on: 11th March 2024

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