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Wealthify: Stocks and shares ISA reviews

4.77
Based on 11,998 reviews, last reviewed 2nd Sep 2026
99% decrease 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%
See only 4 star reviews
13%
See only 3 star reviews
1%
See only 2 star reviews
0%
See only 1 star reviews
0%

Latest highest rating:

5

Always been straightforward and easy to understand. Always been straightforward and easy to understand. CS have always been helpful and quick to resolve any questions Reviewed on: 2nd September 2026
James Workman's avatar
James Workman

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 (11998)

A new way of investing

5
Simple to use, keeps me informed of progress, the way forward Reviewed on: 17th January 2022

Great company to deal with.

5
Hassle free company to set up a new account with. Reviewed on: 17th January 2022

Easy and straightforward

5
Using Wealthify is great as you can decide how much to invest and the rest is taken care off but a knowledgeable team. When I have had queries they have been answered immediately. It’s great especially if you are a first time investor Reviewed on: 17th January 2022

Easy to set up and use

5
Very easy way to set up an ISA and keep track of it's progress via your account. Transparent and easy to follow what's going on. Reviewed on: 17th January 2022

Simple

5
Nice & easy investment product that is very simple to set-up & use. Just sit back & let it do all the hard work for you - extremely happy with this product, thanks. Reviewed on: 17th January 2022

Great Company

5
Awesome customer service! Nothing is too much trouble and any queries are dealt with really quickly. Investment has performed well too despite difficult conditions in the market - Reviewed on: 17th January 2022

good return on investment

5
Checking my account shows consistent improvemnt. This inspires confidence to invest more as nothing recommends better than an excellent track record based on sound judgment. Reviewed on: 17th January 2022

Easy and straightforward

5
Easy and straightforward set up and experience. Reviewed on: 17th January 2022

Safe pair of hands

5
I was in the fortunate position this year of maxing out my ISA allowance (although with wealthify) and didn't want money sitting around doing nothing in my bank account so opened a general investment plan. I really like the responsible questions to assess my attitude to risk. I probably would have been quite gung-ho and picked the riskiest profile and then regretted it but wealthify knew better and recommended the middle one. Detractors have told me I could be investing myself for much less cost. But I don't have the time or inclination to research and rebalance constantly. So I'm happy to pay someone else to do it for me. I like the app. It tells me just enough to keep me informed without cluttering things up and confusing me. Whenever I've had to speak to an advisor they have been super helpful. Reviewed on: 17th January 2022

Stress free investing

4
Might not get as much in returns as self investing, but for someone like me who is a complete noobie it has given me a good step in to the investing ecosystem Reviewed on: 17th January 2022

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