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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.

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Wealthify Stocks and shares ISA reviews (11231)

Great platform! Easy to use

Very good platform, friendly and helpful customer service and good returns Reviewed on: 26th March 2022

Clear and straightforward

They make investing easy to understand, and their regular newsletters are very interesting and helpful. Reviewed on: 26th March 2022

Great Company to Handle your Money

Very easy to set up, plenty of updates re investments and easy to get to speak to a real person by telephone. Reviewed on: 26th March 2022

Easy way to start investing

It was very easy to set up my wealthify account and start investing. I don’t have to worry about following the stock market as they look after it for me, without having to worry about the costs associated with a financial advisor. Reviewed on: 26th March 2022

Great Company

Straight forward no hassle company. Reviewed on: 26th March 2022

Competent, clear and transparent

Wealthify have been an investment company that is easy to understand,and use. Reviewed on: 26th March 2022

Great communications

Good investment so far with great reward. Reviewed on: 26th March 2022

First time investor

I was wary of starting to invest in stocks and shares. Wealthify not only made it really easy and straightforward to set up a savings account, but explained everything in an easy to understand way. The service keeps me regularly updated and fully informed about everything happening with my money. Hassle free and plenty of clarity. So far, so good! Reviewed on: 26th March 2022

Managed performance in very challenging conditions

Up until the Ukrainian crisis the performance of the portfolio had been excellent, averaging 7%. Since, the return has been significantly impacted but has stabilised despite ongoing challenging market conditions which reflects a well managed and fleet of foot approach. I have been kept informed at every stage and their online tools and courteous helpful comms have kept me very happy with their service during these worrying and inhuman times. Reviewed on: 26th March 2022

Transfer out

Advise revised on how to transfer out investments if you have more than 1 plan & advise on İsa provider company name & address were not clear Reviewed on: 26th March 2022

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