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Katy J

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Review of the Wealthify, General Investment Account:

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Easy to use beginner platform with a 'wow' return

I am a mum of two who has always had a low disposable income after expenses. Last year I left a long term job with a settlement package and decided to start investing with some of what was left over. After testing multiple platforms (Trading 212, Hargreaves Lansdown, Fidelity) I found it the easiest to use (other easy to use beginner platforms including Monzo and Moneybox) but after a year then returns of my modest 'test' sum have wowed me enough to move other test investment sums in as well, after a 12% increase on my return. What people should know going in is that Wealthify pick the stocks in their own fund style, with individual stocks already balanced, rebalanced and adjusted accordingly as the market changes. So amazing when you don't know heads from tails! Reviewed on: 12th February 2026

Review of the Moneybox app, Stocks and shares ISA:

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My first foray into stocks and shares has been super...

My first foray into stocks and shares has been super easy. A great entry level product for people.looking to save more and invest for the first time with no upfront cost. Reviewed on: 27th March 2024

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