Write a review

Wealthify: Stocks and Shares ISA reviews

Name: Stocks and Shares ISA
Rating: 4.82 (10912 reviews)

View other Wealthify products

4.83

Based on 10,912 reviews, last reviewed 13th Jun 2025

95% decrease in 5 star reviews

in the past 90 days

No new 1 star reviews

in the past 90 days

85%

14%

Latest highest rating:

5

Eassy to use and low maintenance fee Eassy to use and low maintenance fee Reviewed on: 13th June 2025

Latest lowest rating:

1

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

Visit provider site Read all reviews Write a review

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.

Review Wealthify: Stocks and Shares ISA now

Help others make smarter decisions by sharing your own experience.

Write a review

Wealthify Stocks and Shares ISA reviews (10912)

Easy set up

Setting up and paying into the investment plan is quick and easy. The withdrawal process is also straightforward. Wealthify also sends regular communications with Quarterly statements and changes to plan management. They are very transparent with everything that they do. Reviewed on: 28th February 2023

Simple and adaptive

A great option to begin your investment experience. Self guided and options available to suit different risk appetites Reviewed on: 28th February 2023

Excellent

A very professional and easy process to open my account. Communication was great and I’m very satisfied with my investment. Reviewed on: 28th February 2023

Good investment

easy to invest, can check your investment daily on a mobile app Reviewed on: 28th February 2023

Excellent service

I was very impressed with the monthly updates and newsletters. The App is great! Reviewed on: 28th February 2023

Really easy

Great experience with investing my money in a professional and caring bank. Felt like a individual rather than a number. Reviewed on: 28th February 2023

Ideal for beginner investor

The App is superb. Very clear and easy to use. Easy to set up a new plan and the dashboard gives you your investment headlines instantly so you can check up on how it’s doing easily and as frequently as you like. Reviewed on: 28th February 2023

Easy but solid investment platform

Wealthify offers a range of products but when it comes to personal investment I’d choose them over anyone else if I had to make the choice again. The platform is straightforward to use and set up as counts with. I went for the Stocks and Shares ISA, they make the risk clear without intimidating you out of your investment. They manage the portfolio based on the investment style you choose (there are 4) and they even have a questionnaire which tells you which investment style is best suited for your situation. They have easy transfer options, and a dashboard where you can see the performance of your investments. Because you can regularly deposit like you would savings it decreases the risk of panic selling stocks or shares when the market drops slightly making your investment long term secure. They operate transactions through a company called winterflood securities, meaning payments into and out of your account can take a few days to process. Reviewed on: 28th February 2023

Informative and professional

Even in the current difficult financial climate the information received is both informative and professionally presented. Reviewed on: 28th February 2023

Stocks and shares savings plan

Relatively easy to set up and received a £50. However, with ongoing charges, the value of my investment has gone down. Hope performance improves in the long term Reviewed on: 28th February 2023

Do you have a different Wealthify product?

Share your experiences with products to help others make smarter financial decisions and learn more about different products available. Write a review

Alternative products

Online Share Dealing
from AJ Bell 4.86 from 6 reviews
Stocks and shares ISA
from HSBC 4.71 from 6 reviews
Online Share Dealing
from Freetrade 4.88 from 9360 reviews

Want to see more from Wealthify?

Cash ISA
from Wealthify 5.00 from 1 reviews
Junior Stocks & Shares ISA
from Wealthify 4.90 from 917 reviews
Self-Invested Personal Pension
from Wealthify 4.88 from 441 reviews

View all products

Join Smart Money People

Keep up to date on ratings of your favourite businesses. Find out about our awards and write new reviews with ease

Create an account

News, guides and insight from our team

View resource hub