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Wealthify: Self-Invested Personal Pension reviews

4.88
Based on 441 reviews, last reviewed 25th Mar 2025
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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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About this product

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

You can contribute 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.

Wealthify Self-Invested Personal Pension reviews (441)

Review of the Wealthify, Self-Invested Personal Pension:

Plain English Pension Provider

4
Wealthify have made my pension make sense by clarifying each step of the process in plain English. Reviewed on: 28th February 2023

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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