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Wealthify: Stocks and shares ISA reviews

Name: Stocks and shares ISA
Rating: 4.83 (11231 reviews)

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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

in the past 90 days

85%

14%

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

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 (11231)

Review of the Wealthify, Stocks and shares ISA:

Wealthify Review: Easy, Affordable, and Solid Returns

I've been using Wealthify for a while now, investing in a Stocks and Shares ISA under their Adventurous plan, and overall, I’m really happy with it. The returns have been pretty strong so far, which is exactly what I was hoping for with a higher-risk portfolio. The platform itself is super easy to use—topping up my investment takes just a few clicks, and there’s no complicated jargon or unnecessary features to navigate. One of the biggest pluses for me is the low management fees. It’s great knowing that more of my money is actually being invested rather than lost to high charges. If you're looking for a simple, no-fuss way to grow your money over time without having to micromanage everything, Wealthify is definitely worth considering. Reviewed on: 10th March 2025

Save Healthily, Keep Regular

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

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.

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

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

Easy Investing.

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

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

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

Excellent no-nonsense plans

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

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

No fuss investment provider

Wealthify look after my investment, without a fuss. They always keep me informed of any changes in the markets. In my experience, their advice is sound. Reviewed on: 17th January 2023

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