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Wealthify: Self-Invested Personal Pension reviews

Name: Self-Invested Personal Pension
Rating: 4.84 (438 reviews)

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4.87

Based on 438 reviews, last reviewed 23rd Jul 2024

No new 5 star reviews

in the past 90 days

No new 1 star reviews

in the past 90 days

87%

11%

1 star

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

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

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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)

Modern, innovative and great customer service

easy to use dashboard. great customer service and all my pensions are in one place with little fuss Reviewed on: 12th March 2024

Easy to see and adjust my plan.

Easy to see and adjust my plan. I feel as though I have the information I need to make sensible decisions with my money and my future. Reviewed on: 12th March 2024

First time fears dissolved!

I needed to move a small pension pot, and I read about Wealthify on Money Saving Expert. I picked an investment plan that felt right for my level of risk, and I can check on my account in seconds using the app. I watch my investment go up - and down, and up again! - so it has taken the fear away. Reviewed on: 12th March 2024

Very professional,Trusty and it keeps you informed a...

Very professional,Trusty and it keeps you informed all the time. Reviewed on: 12th March 2024

Very easy to understand and set up

Very easy to understand and set up Reviewed on: 12th March 2024

Wxvellent Wonderful and convenient - great app

Wonderful and convenient - great app Reviewed on: 12th March 2024

Very happy customer

So easy to set up. The app is really easy to use and is very informative. Recently drew money down from my pot and the overall experience was very good although I did struggle with the form I had to fill in to do so. Reviewed on: 12th March 2024

Customer-focused, inclusive approach.

Well informed, customer-focused, easy to navigate app allowing customers to make informed, up-to-date decisions. Regularly updated on rationale for management investment decisions. Fair fee structure and good customer service service/support. Reviewed on: 12th March 2024

Excellant service provided, always on the ball

Excellant service provided, always on the ball Reviewed on: 12th March 2024

Pension Transfers

Transferring pensions is not always as easy as it’s made out! Regular updates and communication helped massively to keep me updated in the process Reviewed on: 12th March 2024

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