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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
in the past 90 days
See only 5 star reviews
87%
See only 4 star reviews
11%
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2%
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0%
1 star
See only 1 star reviews
0%

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)

Made it easy to switch pensions

4
Good financial investment. There was a slight hiccup with my investments for a few months but once I had realised, they were good at resolving issues and compensated accordingly. Reviewed on: 2nd March 2023

Easy to use, very communicative

5
Very easy to set up & clear communication, I feel I understand the pension and am kept in the loop regarding any changes or progress. Reviewed on: 2nd March 2023

Excellent

5
Easy to enroll in.Good advice and clear guidance. Reviewed on: 2nd March 2023

Not too bad

4
app has a few glitches but better than most. Reviewed on: 1st March 2023

Absolutely Brilliant!

5
Everything is spot on. Clear and very informative website. Customer Service is also a bonus. Very helpful, straight forward and friendly. I do feel comfortable and very secure. Reviewed on: 1st March 2023

Fantastic and Simple

5
This makes saving and investing for your pension so simple and effortless. The clean interface and quick access makes a huge difference. Reviewed on: 1st March 2023

Pension Transfer

5
I transferred a small pension pot that wasn't performing well from another provider into Wealthify. The process was simple and the user interface on Wealthify is great. It is easy to see costs, projections and actual performance. I would recommend this to others. Reviewed on: 1st March 2023

Easy to use

4
Very easy to use app with regular emails updating the user on their investments along with an explanation for the buy and sell of products Reviewed on: 1st March 2023

helpful and Informative

5
The firm gives its customers just enough information i.e. not too much (which is there if wanted, however) and avoids jargon. Reviewed on: 1st March 2023

So Simple - Even I Could Do It!

5
As part of the older generation - apps, mobiles, and technology often get me stuck. But the process of joining Wealthify was so simple - even I could do it. And it hasn't ended there. Keeping up to date is simple too - with informative messages when my pension updates - a very simple to use dashboard - and easy access via mobile or laptop. Oooo ... and I love the graphs too. Happy days :-) Reviewed on: 1st March 2023

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