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Wealthify: Self-Invested Personal Pension reviews

4.89
Based on 438 reviews, last reviewed 23rd Jul 2024
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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
Keith H's avatar
Keith H

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 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.

Wealthify Self-Invested Personal Pension reviews (438)

Review of the Wealthify, Self-Invested Personal Pension:

Very easy transferring pensions across.

5
Very easy transferring pensions across. Reviewed on: 11th March 2024

Excellent customer service

5
No jargon, just plan speaking and everything is explained no question is to small or silly and always friendly and polite. Reviewed on: 28th February 2023

Great and straightforward service

5
Easy to understand and visualise using the app. Along with good advice and information. Reviewed on: 28th February 2023

Wealthify pension

5
Very good set up and professionall and approacable Reviewed on: 28th February 2023

Great App, and the product is easy to adjust

4
Little disappointed in the return so far, but can't fault the app and functionality. Reviewed on: 28th February 2023

Lucky with my pension

5
I transferred my pension to Wealthify from Pension Bee which was quick and simple with their transfer process. I was really lucky that I was out of the market when the transfer was taking place as the markets dropped substantially, but when it was re-invested the plan value went up. Not everyone has this experience but a pension is a long term investment - so I expect to see more ups and downs along the way. Everything is looking good so far. Reviewed on: 28th February 2023

Works well

5
Good to follow your investments and very transparent Reviewed on: 28th February 2023

Easy to use service

5
Simple, effective pension plan at the touch of my finger. I like that I have a say in how my money is being used. Reviewed on: 28th February 2023

Easy setup

5
Easily went through the setup process and helpfull suggestions Reviewed on: 28th February 2023

Quick and easy to set up

5
I found Wealthify to be an easy platform to sign up to and choose an invetment product. Clear information and quick service. Reviewed on: 28th February 2023

Simple, easy and straightforward

5
To start off the app is very easy to use. It's highly user friendly and allows you to see a good demonstration of what your pension could look like by retirement age. I love how straightforward it was to move my other pensions across and combine them into one pot in one place. Wealthify did all the hard work for me and I felt safe knowing they were chasing up and handling the moving process. It's easy to change and amend my contributions and can easily check how my pension is performing on a daily basis. Overall great experience and couldn't recommend anyone better! Reviewed on: 28th February 2023

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