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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
in the past 90 days
See only 5 star reviews
85%
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14%
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1%
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0%
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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)

Wealthify embodies the KISS philosophy.

5
They classically never confuse their investors. They always Keep It Simple, Stupid…!! Reviewed on: 26th March 2022

Straightforward and reliable

5
Very easy to set up and manage, all information clearly set out and well presented Reviewed on: 26th March 2022

Very professional

4
Always keeps me updated on my investments. Moves amounts when they think to my advantage. Reviewed on: 26th March 2022

Excellent service

5
Wealthify keep you up to date and allow you to change your acceptable risk exposure. Simple to add to your portfolios. Reviewed on: 26th March 2022

keeping up

5
good all round performance in these troubled times, customer service quick and easy to understand Reviewed on: 26th March 2022

Easy to navigate user friendly

5
Simple choices to make when selecting how to invest your money and kept up to date with changes made on your behalf to keep building your investments Reviewed on: 26th March 2022

The downstairs maid that makes the Lord and lady's world happen!

5
As a small, novice , but "interested" and therefore meddlesome investor, I have other investments where I have made cardinal sins and schoolboy mistakes, whilst the team at Wealthify have managed the funds I have with them expertly. I have full updates of any changes made, but more importantly, WHY they have been made and the expectations what the changes will do. It's the best of both worlds- a managed investment that I can still tinker with based on my view of current market environments ( via changing my profile anywhere between cautious to aggressive) yet the hard work involved in the rebalancing and selection of investments suitable to that stance or market condition is made for me with expert insight and knowledge of how to do so. I may be the Lord of my own manor and decree what fair I wish to present at my banquet , but wealthify is the kitchen maid and cook that knows how to prepare the feast! Reviewed on: 26th March 2022

Good User Experience

4
Easy to use but returns not quite as high as say Nutmeg Reviewed on: 26th March 2022

Good experience, proactive response, comfortable relationship, trustworthy,

5
As an inexperienced investor, I have always found wealthify to be proactive, and informative , I feel confident in their hands, and content in our relationship. Reviewed on: 26th March 2022

Good ethical investments

5
It is an easy to use service and seems reliable in the management approach. Reviewed on: 26th March 2022

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