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Wealthify: Self-Invested Personal Pension reviews

4.88
Based on 441 reviews, last reviewed 25th Mar 2025
50% decrease in 5 star reviews
in the past 90 days
No new 1 star reviews
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Latest highest rating:

5

Wealthify By Far the Best Choice Ever since I moved my private pension from my previous pension provider to Wealthify in 2020, I can safely say that it’s been plain sailing for the mo... Read more Reviewed on: 25th March 2025
Sean Fisher's avatar
Sean Fisher

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
heathertwaugh@gmail.com's avatar
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Wealthify Self-Invested Personal Pension reviews (441)

Fairly good, some issues though

3
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

5
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

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

Easy pension top up

5
I like that my pension is taken care off, following my own values and the amount of risk I am willing to take. Reviewed on: 5th March 2023

Pension

5
Great advice and great products for my personal need Reviewed on: 5th March 2023

Easy to set up Pension

4
Added £250 to new Wealthify Pension based on my Risk Profile, Portfolio very thorough and easy to understand with the Portfolio overview easy to read in a Pie Chart. Also had the additional 25%Tex Relief topped up automatically which was something I had not considered , so all in all makes it a worth while propostition to manage your Pension easily Reviewed on: 4th March 2023

Welthify review

5
Very easy to use, customer friendly Reviewed on: 4th March 2023

Quick and easy process to transfer pension

5
Wealthify were excellent when I wanted to arrange a pension transfer from my previous provider. The process was simple and dealt with very swiftly. Have recommended Wealthify to my friends and family. Reviewed on: 3rd March 2023

Pension

3
Good start,problems lately,easy to use app. Reviewed on: 3rd March 2023

The best for Investment

5
I like to invest with Wealthify, they are good recomandation from the financial market and also give me important information trought the platform about more ways to invest money Reviewed on: 2nd March 2023

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