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Wealthify: Stocks and shares ISA reviews

Name: Stocks and shares ISA
Rating: 4.83 (11230 reviews)

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4.83

Based on 11,230 reviews, last reviewed 26th Mar 2026

29100% increase in 5 star reviews

in the past 90 days

No new 1 star reviews

in the past 90 days

85%

14%

Latest highest rating:

4

App and website easy to navigate, secure log in, pro... App and website easy to navigate, secure log in, prompt customer services by message function internal to login. Reviewed on: 26th March 2026

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.

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 (11230)

Review of the Wealthify, Stocks and shares ISA:

Easy to use Portal

Easy to use Portal, clear and concise information. Good access to telephone support where required. Good performance and returns. Reviewed on: 18th January 2022

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

Simple investment

Very easy investment app. Simple to set up and modify Reviewed on: 28th February 2023

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