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Kellsbells 's Reviews (10)

Transferred at the 'right' time.

5
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
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Kellsbells

Investing ethically for years with Wealthify

5
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
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Kellsbells

Lucky with my pension

5
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
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Kellsbells

Opened JISA plans for both my boys

5
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
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Kellsbells

I love Wealthify

5
Wealthify has been great for helping me understand my investments. Reviewed on: 28th February 2023
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Kellsbells

Amazing pension results

5
If my pension continues to grow in this way - I will be a very happy retired pensioner. Reviewed on: 4th January 2022
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Kellsbells

Great JISA Product

5
I have two JISAs and both are making more money than they would in a standard savings account. Reviewed on: 4th January 2022
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Kellsbells

Feel good investing

5
I've got two ethical JISAs and an Ethical Pension - they are all performing really well and it's great knowing that I'm also making a positive impact by my investment choices. Reviewed on: 4th January 2022
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Kellsbells

Great Company and easy to understand communications.

5
I have been investing with Wealthify for over a year and i've already made a good profit. I've already referred friends and family using their new refer a friend scheme and every one of them have also seen a good result with their investments - so we are all happy. App is clear and straightforward too - great company. Reviewed on: 3rd December 2019
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Kellsbells

Great Company and easy to understand communications.

5
I invested in a General Investment Account but wanted to change this to an Ethical ISA. It was changed very quickly with no problems from the Customer Services team. Reviewed on: 21st November 2018
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Kellsbells