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Wealthify: Stocks and shares ISA reviews

4.77
Based on 11,999 reviews, last reviewed 12th Jun 2026
156% 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%
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

Good communication and customer service Good communication and customer service Reviewed on: 12th June 2026
Linz's avatar
Linz

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 (11999)

First Time Investor

5
The pandemic has given me time a cause to rethink my finances... in detail. I have completely overhauled my approach to budgeting and made a new plan for the cash I had saved up. I will not be purchasing a property in the near future. I have opened a SIPP and invested the rest in a Stocks & Shares ISA with Wealthify. I had zero knowledge about investing but was super keen to get involved as safely as possibly. I had a good look around at robo-investing and could see that whilst of course your capital is at risk that very simply I could transfer funds to Wealthify and access via the app or web, so I settled on Wealthify via Yolt. I would not have any of the responsibility of choosing or trading and I could see & learn about where & how my money was being invested. I was also aware that investing whilst the FTSE & DOW were low due to the pandemic that there was opportunity to be had - I grew more confident after my initial ISA transfer once I could see how it all worked, then I choose to open a SIPP. Would have been nice to have had all that confidence upfront as the growth on my early transfer is much stronger! However I love that I have now done something I am proud of with the money I have worked really hard to save. I have constant access, I like the way the Wealthify app interfaces, there is support on hand. For a first timer I can not fault it. Reviewed on: 25th February 2021

Fantastic company and product

5
Joined last year and even through this current difficult financial period, my initial investment has flourished! Reviewed on: 25th February 2021

Review

1
Forced to vote for Wealthify - what a farce! Reviewed on: 25th February 2021

Easy to use

5
Very happy with the easy to use app and the fund’s performance against other rivals Reviewed on: 25th February 2021

Easy to use stocks and shares isa

5
I love that everything is managed for you. I also like being able to see what I've invested in. They have a really intuitive interface and I've been able to take money out when I needed it. Reviewed on: 25th February 2021

Easy to set up and great visibility

5
Found the setup process simple and informative, appreciated the quiz to help decide which plan was right for me. Reviewed on: 24th February 2021

Great product, great service

5
I like that Wealthify makes investing easy and allows even small contributions. Great way to save for a rainy day. And the ethical plan makes me feel warm and fuzzy inside. They were also really lovely when I needed help with an ISA transfer. Definitely recommend if you’re new to investing Reviewed on: 24th February 2021

Easy to use

5
I had no experience of investments before and was worried but I’m so glad I chose Wealthify so easy & great customer service. Easy to use online happy customer. Reviewed on: 24th February 2021

Easily Accessible service

4
Excellent site, very user friendly Reviewed on: 24th February 2021

Ease of use & good returns

5
The Wealthify app is easy to use and their product range easy to understand. Happy with the returns provided so far Reviewed on: 24th February 2021

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