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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

An excellent company to invest with

5
Wealthify has offered me flexible choices and has communicated in a clear and timely way through the financial challenges of the past year. My choice of ethical investments likely led to some losses but Wealthify has always been there to support and inform. Highly recommended! Reviewed on: 28th February 2023

Friendly staff

5
Patient and friendly staff who are more than happy to help at every opportunity with difficulty in pension transfers/account. Reviewed on: 28th February 2023

Easy to use platform with clear fees and performance

5
Love using the wealthify platform as it's super easy to use and clear to see my portfolio. Reviewed on: 28th February 2023

Nice app and growth too!

5
The Wealthify app is well designed, intuitive and easy to use. Transferring money into my investments is simple and, unlike my robo investments with other providers, these have grown in the short time I've held them. Reviewed on: 1st February 2023

No Problems

5
Easy to assimilate, and understand , no problems. Reviewed on: 31st January 2023

My pension plan

5
When ever I need information on my pension Wealthify always come up trumps. Nothing is too much trouble. Always kept updated which helps enormously Reviewed on: 17th January 2023

Easy process pension transfer

4
Recently transferred three small pensions together. Easy process - no form filling. All completed within two weeks. Would recommend Reviewed on: 17th January 2023

Pensions made easy(ier)

5
I transferred a pension into Wealthify based on my ISA experience with them. This process was simple and efficient. During the turmoil of the past year, they have kept me informed about how my plans are performing and the reasoning behind any changes that were necessary to protect my investments. I can wholeheartedly recommend them. Reviewed on: 17th January 2023

Fantastic job

4
I opened a Wealthify pensions account & it was so easy & simple to do online. Their site is user friendly & their customer care is excellent. Like the frequent email comms that tells me everything I need to know. Reviewed on: 17th January 2023

Great service

4
The customer service has been great so far, whenever I needed help. Highly recommended. Reviewed on: 17th January 2023

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