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Wealthify: Ethical Investment Plans reviews

4.80
Based on 1,880 reviews, last reviewed 24th Mar 2026
767% increase in 5 star reviews
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Latest highest rating:

5

Informative and easy to get started Very easy to get started, trusted and even easier to withdraw when needed to. Always kept updated on any changes to my investment, how the are invest... Read more Reviewed on: 24th March 2026
K W's avatar
K W

Latest lowest rating:

1

I had an ethical fund investment for several years a... I had an ethical fund investment for several years and it just decreased in value Reviewed on: 12th June 2025
BD's avatar
BD

About this product

With Wealthify you can choose to invest in companies that help people and the planet.

There’s a range of five Wealthify Ethical Plans and all fund providers are signatories of the Principles of Responsible Investing (PRI), the world’s leading supporter of responsible investing.

Wealthify ethical investment reviews help you find out what it’s really like to be a customer. If you’ve used Wealthify before, you can also leave a review and share your experience.

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Wealthify Ethical Investment Plans reviews (1880)

Good front end - poor backend

2
Have to give a low rating as Wealthify have shrunk my investment. I appreciate this is related to market conditions but could not recommend based on my experience Reviewed on: 28th February 2023

Losing money

3
Well I didn't expect to lose 10% of my investment in the first year. I know it's meant to be long term so I just hope something gets sorted soon. Reviewed on: 28th February 2023

Everything made easy.

5
Everything was explained in detail that I could understand, which gave me the confidence to invest. Reviewed on: 28th February 2023

Easy to apply

5
Easy application & hopefully good returns. Great them teaming up with Martin Lewis for cashback as an incentive to get involved with investment. This could lead to bigger investments in the future. Reviewed on: 28th February 2023

Top notch.

5
As an individual not massively investment aware, a plan that is giving back to the environment with little to no stress on my own mind is exactly what I wanted. Immediate help whenever I need it - and continual learnings from their articles. Reviewed on: 28th February 2023

Easy to set up

5
Easy to set up, pay in, calculate level of risk and ethical. Win win! Reviewed on: 28th February 2023

Clear, simple communications for first time investors

5
I spent some time researching where I should put my money having recently graduated and beginning earning for the first time. I had considered a Lifetime ISA, however I wanted more flexibility over withdrawal as I was unsure about when I would be looking to buy my first home. The initial driving factor behind my selecting Wealthify was pricing - the cost of investments and penalties for withdrawal were minimal and since the platform uses Vanguard investment portfolios I knew I would be able to trust them with my money. Given the great value, I assumed that my level of service would be commensurate with that - however, I was pleasantly surprised by how simple Wealthify's app is to use, how clear and helpful the communications from Wealthify are and the very useful guidance for first time investors they provide. It was this guidance that led me to shift from a standard Cash ISA to the Ethical Investment plan. I am incredibly pleased with my service from Wealthify (despite a difficult year or two for the markets) and I would be delighted for them to win this award. Reviewed on: 28th February 2023

Perfect for novices!

5
I wanted to start investing in stocks and shares but knew nothing about it. I was able to hand over everything to the Wealthify team after a very easy set up and now get regular updates on changes being made to my account. I opted in to the ethical investment fund and couldn't be happier. I know my money is safe and in the best hands to make the most out of it. Reviewed on: 28th February 2023

Simple and kept informed

5
Though they took the decision to pause and then reinvest due to markets stability. I felt informed and they have proven this was the right step Reviewed on: 28th February 2023

Quick and easy to set up.

5
Quick and easy to set up with a user friendly app which makes it easy to track how my investments are performing. Reviewed on: 28th February 2023

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