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All reviews (10)

Review of the Wealthify, Self-Invested Personal Pension:

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Transferred at the 'right' time.

I was lucky, I transferred my pension to Wealthify at the right time, which basically means that my previous provider sold my investments just before the market crashed and when it was re-invested in Wealthify, it's improved in value ever since. Very happy with my pension plan performance. I hope over time that it will continue to perform well but I know plan values can go up and down, so only time will tell. Reviewed on: 26th February 2024

Review of the Wealthify, Ethical Investment Plans:

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Investing ethically for years with Wealthify

I've been investing ethically with Wealthify for a number of years now, for my pension and my children's Junior ISAs. My performance has seen ups and down and I am happy with where my Plans are currently. Reviewed on: 26th February 2024

Review of the Wealthify, Self-Invested Personal Pension:

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Lucky with my pension

I transferred my pension to Wealthify from Pension Bee which was quick and simple with their transfer process. I was really lucky that I was out of the market when the transfer was taking place as the markets dropped substantially, but when it was re-invested the plan value went up. Not everyone has this experience but a pension is a long term investment - so I expect to see more ups and downs along the way. Everything is looking good so far. Reviewed on: 28th February 2023

Review of the Wealthify, Junior Stocks & Shares ISA:

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Opened JISA plans for both my boys

Ever since opening my JISAs my plans have been positive - mainly because I invested at a low point. I expect the plans will fluctuate but I am in it for the long haul with the JISAs only being accessible when they turn 18.. We're a long way off yet! Reviewed on: 28th February 2023

Review of the Wealthify, Stocks and Shares ISA:

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I love Wealthify

Wealthify has been great for helping me understand my investments. Reviewed on: 28th February 2023

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