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Wealthify: Self-Invested Personal Pension reviews

Name: Self-Invested Personal Pension
Rating: 4.84 (438 reviews)

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4.89

Based on 438 reviews, last reviewed 23rd Jul 2024

No new 5 star reviews

in the past 90 days

No new 1 star reviews

in the past 90 days

87%

11%

1 star

Latest highest rating:

4

Wealthify app is easy to use. Wealthify app is easy to use.You can find all the information you need. Reviewed on: 23rd July 2024

Latest lowest rating:

2

Not a fan My plan basically hasn’t made any money for a very long time, and I don’t get the impression that Wealthify do as great a job of diversifying your por... Read more Reviewed on: 28th February 2023

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About this product

Wealthify offer a Self-Invested Personal Pension (SIPP).

You can contribute from as little as £50, via Direct Debit or one-off payments and choose from Cautious to Adventurous, Original or Ethical funds. You can also combine your old pensions into one by transferring them to Wealthify.

Wealthify Pension 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 Self-Invested Personal Pension reviews (438)

New to investing

New to investing and Wealthify has made it easy and understandable Reviewed on: 15th January 2024

Wealthify have enabled me to save 4 my future

Wealthify have not only enabled me so save for my future they’ve also helped my learn about investing with a trustworthy company. 5 stars guaranteed!! Reviewed on: 15th January 2024

Excellent service

I am a newbie to saving. Wealthify has all the information on the app that is easy to use and understand. Reviewed on: 7th April 2023

Easy painless pension transfer

Impressed how my three pensions were transferred so easily with no effort on my part. Will wait to see if investments are so well organised. Let’s hope so! Reviewed on: 7th April 2023

Excellent

Great application, simple and easy to use Reviewed on: 13th March 2023

Simple, user friendly, so far so profitable

Wealthify’s easy-to-use app enabled me to take out my first ever private pension in minutes. Very straightforward, and so far it’s in the black, which feels like a good sign what with the tricky situation in the markets in 2022/23 Reviewed on: 13th March 2023

Great pension Ui view

Love the app, easy to understand and on the web version it’s also clear. Had an easy transition moving things over too. Reviewed on: 13th March 2023

Fairly good, some issues though

I really like the app which is very slick and shows all the information I need. Also like the investment process when tipping up the pension, seems fairly efficient. On the downside, I have had issues with the high level of cash they keep which doesn’t match the expected allocation. I’m also unsure why they have quite so many funds in the models, I think I’m invested in 18 funds, some with allocations so low that they seem pointless, or three different funds for US equity exposure. But overall, I do like Wealthify and will persevere. Reviewed on: 11th March 2023

Well Managed

Wealthify have kept me well informed, and the app is a comprehensive guide to how investments are performing. Regular emails help me understand markets, and the effect they are having. Overall I am very pleased with Wealthify as a service provider, and recommend them highly. Reviewed on: 11th March 2023

great

great service, can clearly see how the pension is performing! Reviewed on: 5th March 2023

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