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Wealthify: Stocks and shares ISA reviews

Name: Stocks and shares ISA
Rating: 4.85 (11998 reviews)

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4.85

Based on 11,998 reviews, last reviewed 23rd Apr 2026

1863% increase in 5 star reviews

in the past 90 days

No new 1 star reviews

in the past 90 days

86%

13%

Latest highest rating:

5

Great start. Great start. I invested as part of a Martin Lewis promotion but I’m back from a competitor as my money has had a great return but I generally find the... Read more Reviewed on: 23rd April 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 (11998)

Good, not perfect

Overall I really like the app and the service. Its investment is cautions but ambitious and captures a chunk of market performance whilst managing downside exposure. The app itself has simple yet intuitive design. I wish there was more and better performance metrics right in the dashboard. Some performance data is available but buried in quarterly and annual emails / pdfs. Also the way total return percentage is calculated is pretty useless to me. It might be industry standard but to me it’s not informative or indicative. The only useful performance metric is the total return. I wish there were more metrics and these metrics were better. It feels like industry-standard metrics actually impede transparency. I wish wealthify would take a bold approach and offer new, transparent, accurate and useful performance metrics. Reviewed on: 18th January 2021

Clear, simple and efficient service

I have always found Wealthify easy and straightforward to deal with, they communicate regularly, their fees are modest and they appear to me to get good financial results for their customers Reviewed on: 18th January 2021

They keep you updated at every step

I have not been with them long but I get regular emails with updates and they use clear to understand language. Reviewed on: 18th January 2021

Easy setup and transparent though the app

It is good to be able to see what they money is invested in. Reviewed on: 18th January 2021

Made new investing easy

i started my investment journey with wealthify and i am happy with my experience to date. they provide tips about saving and investing and understand the importance of not allowing customers to invest above their risk appetite. i have recommended wealthify to a few family members that were also new to investing and they love it. Reviewed on: 18th January 2021

Great, simple investment bank

Totally seamless experience and I feel confident my money is being invested wisely Reviewed on: 18th January 2021

Simple

It's makes investing really simple Reviewed on: 18th January 2021

Investing made easy

You can invest without being confused. Everything’s presented so clearly and whenever you want an update, you can see exactly how your investments are performing instantly. Found the user experience very refreshing having been put off my other platforms. I would strongly recommend (which I have already done). Reviewed on: 18th January 2021

Heartfelt Service

Wealthify provide prompt and efficient service whenever I contact them. They are a pleasure to deal with. The website is very intuitive and anyone would find it easy to navigate and use with ease. Well deserved winner of this prize. Reviewed on: 18th January 2021

Peace of mind to know your money is in good hands

As I don't have time to keep an eye on the stock market & with limited investment experience, Wealthify makes a perfect choice for me to grow my portfolio with a healthy return. Reviewed on: 18th January 2021

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