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Wealthify: Stocks and shares ISA reviews

4.78
Based on 11,996 reviews, last reviewed 3rd Aug 2026
100% decrease in 5 star reviews
in the past 90 days
No new 1 star reviews
in the past 90 days
See only 5 star reviews
85%
See only 4 star reviews
13%
See only 3 star reviews
1%
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0%
See only 1 star reviews
0%

Latest highest rating:

5

I transferred a cash isa to a wealthify stocks and s... I transferred a cash isa to a wealthify stocks and shares isa about 9 months ago and it's return to date is over 8%, which I am very pleased with. I e... Read more Reviewed on: 3rd August 2026
clare price's avatar
clare price

Latest lowest rating:

1

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

About this product

The Wealthify Stocks & Shares ISA is an award-winning account.

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.

Wealthify Stocks and shares ISA reviews (11996)

Review of the Wealthify, Stocks and shares ISA:

Nice easy app and good rates

4
The rates are competitive and the app is easy to use and manoeuvre through Reviewed on: 28th February 2023

Great platform with good ethical investments

4
It took a while for me to set up my account. The questions they ask to ensure you have a good understanding of investments. Once I had my account set up, setting up my direct debits and transfers were very easy. One thing I really appreciate is the Ethical investment plan. It's good to know my money funds companies trying to do the right thing. Reviewed on: 16th January 2020

Excellent

5
A seamless experience allowing flexibility, accessibility and security. Thank you Wealthify Reviewed on: 16th January 2020

Investment ISA year 1

5
I opened up an Investment ISA with Wealthify in Summer 2019. The sign-up process was very user-friendly and explained the options available in a non-finance friendly way (I do not have a finance background). The app is really nicely designed, easy to use, and the support team are responsive. Although 2019 was probably not the best year on record to start investing, with the global economic climate, the team did well and sent frequent news letters explaining market conditions and their decision making thoughts. In Jan 2020, my account is up 3.33%. Would definitely recommend! Reviewed on: 16th January 2020

Friendly, Modern, Interactive Investment Funds ...

5
I set up my GIA with very little fuss all online, when extra proof was needed of my details it was simple to send and validate via Wealthify's chat interface. Since then 7 to 8 months later l get regular updates, the management of the fund is effective and constantly under review even in these turbulent financial times but Wealthify have stayed on top of it and l am currently nearing a 13% return. A very easy and positive experience and l have already recommended a number of my friends and family. Reviewed on: 16th January 2020

Simple and effective

5
Easy to set up, returns appeared immediately and app easy to follow Reviewed on: 16th January 2020

Very capable investors!

5
All day to day management is overseen by Wealthify, and portfolios adjusted in a very active fashion - they won't let your money stagnate, even if performing well they aren't afraid to take risks to make it perform better. Suits me perfectly. Reviewed on: 16th January 2020

Excellent Updates & Investments

5
Really informative communication keeping me in the loop of decisions and markets affecting the investment. Reviewed on: 16th January 2020

Super easy investments

5
Simply to set up, easy to keep checking on the app. All in all a great addition to a portfolio. Reviewed on: 16th January 2020

Simple and great

5
Simple to setup and understand where investments are going and returns ! Reviewed on: 16th January 2020

Satisfied Customer

4
Wealthify have made investing easy. Their only service be it through desktop or through their app is streamlined and user friendly and their customer care team is always helpful Reviewed on: 16th January 2020

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