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Wealthify: Ethical Investment Plans reviews

4.81
Based on 1,843 reviews, last reviewed 26th Feb 2025
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Latest highest rating:

5

I have a mix of savings and investments which suits... I have a mix of savings and investments which suits me Reviewed on: 26th February 2025
Neil C's avatar
Neil C

Latest lowest rating:

1

1.6% in 2.5 years I've been investing in wealthy for 2.5years. in that time my fund has grown 1.6%. Not sure how that's possible when the market has done so well. I als... Read more Reviewed on: 17th April 2024
Evanski's avatar
Evanski

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 (1843)

Processes

5
I signed up and was really happy to see how the vetting process protects customers and has their best interest a heart. Reviewed on: 1st March 2023

Great service and application

5
Great service and the software application is well layer out. Really pleased with investment strategy. Reviewed on: 1st March 2023

Great easy way to invest

5
Have been investing in the ethical ISA for some time now: easy to set up, easy to keep track off, and bery easy to top up/withdraw from. Reviewed on: 1st March 2023

excellent

5
Easy to access information and progress online. Frequent and understandable communication. Great service. Reviewed on: 1st March 2023

Wealthify ESG

5
Wealthify has been great for me, to leave spare change to grow in an ethical way without much thought to it at all. Their reports are intuitive and detailed enough then when I do have time to keep the average retail investor and experienced investors (like myself) interested. Reviewed on: 1st March 2023

All round excellence

5
I originally had a normal investment, after checking my account I opted to change to an ethical policy. I was given information regarding this and the results although poor at the moment have done better than my other high risk ethical policies. Reviewed on: 1st March 2023

Hi transparency, poor performance

3
I like Wealthify because it's very transparent about on how it manages the investment. Sadly, in the last year the performance of the ethical plan has been considerably below the benchmark. Reviewed on: 1st March 2023

Easy to use with ethical plans

4
Very easy to set up and forget about it Reviewed on: 1st March 2023

Easy to oragnise

4
Easy to set up, helpful tools to see day to day variation Reviewed on: 1st March 2023

Great service

5
Easy, clear and simple to use. I can see exactly where my money is and how it os performing. Reviewed on: 1st March 2023

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