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Wealthify: Self-Invested Personal Pension reviews

4.87
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.

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Wealthify Self-Invested Personal Pension reviews (438)

Great service

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

Pension transfer

4
Had a slight delay due to previous provider requiring proof of authenticity to prevent fraud. Reviewed on: 17th January 2023

Great service

5
All round great service from the ease of use and accessibility to the customer service, very satisfied Reviewed on: 10th January 2023

Consolidated all pensions

5
I had needed up with 4 different workplace pensions from 10 years with different employers, it was very easy to get them all transfers into one with Wealthify, all I had to do was provide them the policy numbers and they did everything else. It's now easy to change my contributions and they sort out getting the tax relief which appears like majic free money with every deposit :) All share based investments took a hit with the pandemic but I feel as if the Weathify portfolio I chose suffered less than others and is recovering already. Reviewed on: 31st March 2022

Excellent service

5
Excellent company, great customer service and they keep me up to date with market movements. Reviewed on: 30th March 2022

Pension Transfer

5
I found a lost pension from over twenty years ago and transferred it into a Wealthify pension. The process was quick, easy and straightforward. My "lost money" is now economically invested and I'm getting a £200 cashback bonus as a reward. Reviewed on: 26th March 2022

Future Planning Made Easy

5
Overall I would heartily recommend Wealthify based on the experiences I have had with them. Unlike the more established Pension provider that I was with previously, I found the whole process of transferring my private pension pot over to them, and understanding the overview and detailed information on their app extremely easy. There is a freshness to their approach and particularly the app which makes me feel more in control of my finances as I can see things developing on a daily basis. If you have any queries about your Pension plan they promptly reply and give as much detail in their response enough for you to be put in the picture. Without doubt, I would not only continue to invest with them but also urge anyone who is thinking of either starting or transferring a Pension plan to seriously consider giving them a try. Reviewed on: 26th March 2022

Tremendous

4
Easy to use processes and always kept up to date Reviewed on: 26th March 2022

Amazing

5
I wanted a private pension I could arrange online and manage on my mobile, without having to post anything anywhere or wait for weeks for 'processing'. Wealthify was what I was looking for and I've already recommended them - I strongly recommend them to anyone reading this. Reviewed on: 26th March 2022

Saving for retirement? Choose Wealthify

5
I have been really impressed with Wealthify’s customer service when setting up my Personal Pension. I would have no hesitation in recommending Wealthify to others Reviewed on: 23rd March 2022

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