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Wealthify: Stocks and shares ISA reviews

4.83
Based on 11,231 reviews, last reviewed 31st Mar 2026
29200% increase in 5 star reviews
in the past 90 days
No new 1 star reviews
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1%
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Latest highest rating:

5

Very happy with my experience with Wealthify Very happy with my experience with Wealthify. Pro-actively managed with clear and reassuring communication about all decisions made. Any queries I've ... Read more Reviewed on: 31st March 2026
David S's avatar
David S

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.

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Wealthify Stocks and shares ISA reviews (11231)

Great app and investment options

4
App gives you great information and control over your investment Reviewed on: 17th January 2023

Save Healthily, Keep Regular

5
To date I have managed, with the assistance of Wealthify, to just about keep my Portfolio ticking over and going forward in the way I want it too. I am well informed by the Wealthify team and can make informed decisions and changes as and when needed. Reviewed on: 17th January 2023

Easy, clear and rewarding

5
Wealthify make it extremely easy to invest, and strip out all of the jargon so it’s clear and easy to understand. They also have great tools which allow you to forecast how your investments may perform in the future. Adjusting the amount you invest each month is easy, and you can also put in lump sums which is useful if you still have some ISA allowance remaining towards the end of the financial year. They’re customer support is great and send numerous useful guides, articles and tips on a regular basis to keep you aware of what is happening with markets, and to show you new ways to make your money work harder for you. Reviewed on: 17th January 2023

Very informative.

5
Regular email updates are very informative with lots of reviews about how the current markets are performing. This gives me the confidence to follow my investment with them. Reviewed on: 17th January 2023

Positive E

4
Although down not by much. So all in all pretty fine. Reviewed on: 17th January 2023

Easy Investing.

5
Signing up to Wealthify online worked well. Let them manage your investments with their expertise and reasonable charges. Reviewed on: 17th January 2023

Active Management

4
Keep the customer up to speed on changes to the investment mix and the reason why it changes. Reviewed on: 17th January 2023

User friendly

5
A simple, straight-forward and use friendly service offered. Reviewed on: 17th January 2023

Excellent no-nonsense plans

5
For a first-time investor, this company is fantastic. Small amounts can be invested, for which there is brilliant no-nonsense advice and the salient financial terms are explained in layman's terms, not jargon. Reviewed on: 17th January 2023

Easy introduction to investing

5
The online platform is very easy to use and is ideal for those new to investing. For the more experienced the Wealthify blog 'A Month in the Markets' is fascinating reading. I've learned lots and I thought I was reasonably well-informed before! Reviewed on: 17th January 2023

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