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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)

I set up my stocks and shares ISA when you could ope...

I set up my stocks and shares ISA when you could open with a lower deposit than you can now. The gains are good if you want a managed fund and a good starting point for experiencing entry to stocks and shares. Wealthify gave me the confidence to set up my self managed stocks and shares with another provider where I do my own investments. I’m gaining far better returns but keep my Wealthify fund as I consider levels of risk balanced with returns. Wealthify offer differing risk from cautious to adventurous. Messages to their support team are picked up very quickly and they’ve always been a great help. I’ve been recommending Wealthify to my colleagues but lately, and the only down side, is Wealthify have changed the minimum deposit for opening an account. This means giving advice to people about investments who may be interested but don’t earn a lot, are now priced out. This is a shame because Wealthify is a good platform to learn about how your money is invested, sold and/or reinvested. You see how there are gains and losses, but more importantly you see your investments grow far larger than you gain in interest from a standard savings account (currently 27.51% gain overall). My bank are only providing 5.25% interest by comparison). So potentially Wealthify offers inflation busting returns. Choose your level of risk carefully and if I knew then what I know now, I’d have opened with the £1,000. It’s when you are new to investing the idea of putting your savings at risk is a put off. I’ve branched out to other investments with different platforms that I manage myself. On one investment with another platform, my current return is for one company is 254%. I’d never have branched out if it wasn’t for Wealthify. So I’d recommend without a doubt. There is a risk you could lose more or all your investment, but the general trend is you’ll make returns. Wealthify, only criticism now is you need to reduce the minimum deposit amount because it’s made my job harder recommending you as a good platform to start playing with investing without doing any work. Reviewed on: 6th March 2026

I have no experience, however this team is very good

I have no experience, however this team is very good Reviewed on: 6th March 2026

Simple and productive!

Having looked around at other S&S ISA’s I found that Wealthify did things easily and has been very straight forward when it comes to investing. I like that the transactions are swift and you can top up easily enough. A very good product that I feel will benefit me in the long run. Reviewed on: 6th March 2026

I feel confident in using Wealthify I receive commun...

I feel confident in using Wealthify I receive communication on changes made to my plan and the reason explained in a simple way. I feel they manage this to the risk associated with my account. the process for transferring money is really easy and secure. Reviewed on: 5th March 2026

Great way of learning how to invest!

Fantastic way of getting into investing while being hesitant to decide on what to invest in on my own! Love that you can choose your risk level Reviewed on: 5th March 2026

I have been a customer of Wealthify for a few years...

I have been a customer of Wealthify for a few years now and I am very happy with the performance of my portfolio. I wouldn't dare risk investing on my own with so many different factors to take into consideration I'd be too worried about losing my money. Thanks to companies like Wealthify the world of investing and the opportunity to see real growth in our wealth is open to us. Reviewed on: 5th March 2026

Really easy way to invest money for a positive future.

Really easy way to invest money for a positive future. Reviewed on: 5th March 2026

New to stocks and shares

I opened the stocks and shares ISA with a small deposit and then built up a regular payment as I learned how things work via the handy information provided in the app this has been a great introduction to stocks and shares isa investment for a beginner Reviewed on: 5th March 2026

Solid company.

Solid company. Doesn’t have much interaction with them as everything works automatically. Reviewed on: 5th March 2026

Very easy to use and transparent investing with dece...

Very easy to use and transparent investing with decent returns (even on the ethical plan) Reviewed on: 5th March 2026

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