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Wealthify: Stocks and Shares ISA reviews

Name: Stocks and Shares ISA
Rating: 4.82 (10891 reviews)

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4.82

Based on 10,891 reviews, last reviewed 1st Feb 2025

100% decrease 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

Very easy to use dashboard, simplifies investing Very easy to use dashboard, simplifies investing Reviewed on: 12th October 2024

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.

Wealthify Stocks and Shares ISA reviews (10891)

Review of the Wealthify, Stocks and Shares ISA:

Easy to use and monitor.

I found opening an account and funding it very easy. There is plenty of information provided. This includes updates on funds and changes to the portfolio. Charges are clear and reasonable. Reviewed on: 21st January 2020

My Gradual, Managed Progress.

You join up to make gradual, managed progress. And that's exactly what happens. They also tell you that in advance. Highly recommended. Reviewed on: 12th March 2024

Good performance - reasonable cost

Held an account for a couple of years now, and drip fed small amount monthly. Seen it grow nicely Reviewed on: 12th March 2024

stocks and shares ISA online

I have a stocks and shares ISA. It was easy to open online and easy to manage. I can see at a glance how it’s performing each month Reviewed on: 12th March 2024

Great customer relations.

I invested a small amount with 'wealthily' to just have a bit of fun. At one point I needed a quick return of some of my investment for an unexpected bill. This requirement was dealt with asap by this company and I was mighty impressed. I intend to continue to invest with 'wealthily'. Reviewed on: 12th March 2024

Happy with the way my investment has been managed

Happy with the way my investment has been managed Reviewed on: 12th March 2024

Great entry point for saving in stocks & shares.

Great entry point for saving in stocks & shares. Reviewed on: 12th March 2024

I opened an investment account few years and it perf...

I opened an investment account few years and it performed well. So, I decided to open an ISA this year too. Reviewed on: 12th March 2024

Great customer service

Great customer service and value for money Reviewed on: 12th March 2024

Mediocre initial setup experience

Upon initial setup and deposit I had a negative experience which was due in part to my bank mot allowing the transaction then wealthify not providing proactive help in that regard. As my first 2 transactions were declined, my Wealthify account showed my remaining investment amount lower than twice my initial investment. I'd invested 600. Aslo, I joined through a referee link which has yet to yield my £50 promised by said link. Reviewed on: 12th March 2024

Easy experience

Great easy to use application. Good level of communications and insights. Reviewed on: 12th March 2024

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