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Wealthify: Stocks and Shares ISA reviews

Name: Stocks and Shares ISA
Rating: 4.82 (10913 reviews)

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4.83

Based on 10,913 reviews, last reviewed 23rd Mar 2025

567% increase in 5 star reviews

in the past 90 days

100% increase in 1 star reviews

in the past 90 days

85%

14%

Latest highest rating:

5

Did have to query an ISA transfer to begin with but... Did have to query an ISA transfer to begin with but were very helpful. Reviewed on: 23rd March 2025

Latest lowest rating:

1

Expensive No care to achieve value for the client when disinvesting. Reviewed on: 1st February 2025

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About this product

The Wealthify Stocks & Shares ISA is an award-winning account that can be opened with just £1.

From Cautious to Adventurous, choose from five investment styles with Wealthify. The team of investment experts then build your plan and manage its performance.

Wealthify Stocks & Shares ISA 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 Stocks and Shares ISA reviews (10913)

fabulous service and products

ISA is a great growth product - up over 5% in 12 mths. Cant fault the app or servjce. Reviewed on: 10th November 2017

Exactly what I wanted and more

When I started investing with Wealthify I was looking for an alternative place to put excess savings. Wealthify is exactly what I needed. From my initial investment I have made small returns much more than I would make in a regular savings account. My experience with the app is great. Being able to check the progress of my investment daily really is great for me. The £40 cashback offer for my initial investment is also a great perk. Thanks Wealthify Reviewed on: 10th November 2017

Simple access to stocks and shares for people like me!

I would never have touched stocks and shares due to the bewildering amount of literature and contradicting advice out there. Wealthify’s plain talking and easy to understand literature took the worry out of something I knew I should be doing but thought it was only for people cleverer and better off! Reviewed on: 10th November 2017

Diversified investment

Wealthify automates my investment in a good range of diversified funds. This has so far produced good results. Reviewed on: 10th November 2017

Great Customer Service Good Returns

Could not speak high enough about the customer service team. Always very friendly and helpful and provide detailed responses. I have a portfolio at level 3 on the risk scale and have so far also been impressed with the returns overall. App is very handy and I enjoy the breakdown of investments available. Reviewed on: 10th November 2017

Great way to start investing

Excellent customer service, easy to setup and the app is superb Reviewed on: 10th November 2017

Excellent Company

Seems to be well informed and well organised Reviewed on: 10th November 2017

Enjoying my investment...

I invested a few hundred pounds on a recommendation and have really enjoyed periodically checking to see how it's been doing... & so far 'the only way is up' :) Reviewed on: 10th November 2017

Simple, easy to use and a great team!

I'm a Chartered Financial Planner and decided to dip my toe in the Roboadvice market, from a personal and professional inquisitive perspective. Having been an advocate of low charges and passive investment approaches for many years, Wealthify's approach spiked an interest. The costs are low, the account was very easy to set-up and running it online is so easy (brill fingerprint technology!). The investment process for assessing risk is simple, risk warnings are present and the team behind the decisions seem well qualified. How the service fares long-term, we will see - Aviva's involved does not inspire confidence having dealt with them over the years, but I understand the synergy/value for a new small company. One thing all new investors must remember, ALL the porfolios can lose money, and the risks cannot be underestimated of getting back far less than you put in. But the instruments they use seem sound, and if the costs stay low, this is far better solution for most that the high cost active fund management being peddle by many an online D2C investment platform. Good job so far, just be careful on thinking these guys have a crystal ball - they dont, they will make money and lose money over time. Super customer service to date. Reviewed on: 10th November 2017

Transparent company, great app

Very transparent. You know exactly where your money are invested. Great app Reviewed on: 10th November 2017

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