Wealthify Reviews 2,935

Guess what? The online chat just works. And you chat with a human! I know! No tedious going round in circles with some half-baked AI chatbot (like Vanguard), only to give up frustrated. Questions... See more

Such a brilliant service where you can leave investments with professionals who look after your money as if it were their own, making changes when necessary and keeping you informed every step of the... See more

I first raised a query with the automated service, which quickly realised I needed a bit more support. I was contacted promptly by Sean, who asked a few questions and recognised my needs. Sean t... See more

Great experience with Wealthify. The web page was informative, and so good to be able to speak to an advisor if needed, or use the live chat so answers can be referred to later, if need be. A special... See more

Excellent, clear service. Easy to follow. I needed some statements ,call quickly answered by Penelope who was able to immediately provide the required documents by e-mail. Very pleasant , cheerful lad... See more

I have been investing in a small pension with Wealthify over the past few years and have seen a good return on my investment. I find my account clear and easy to track the progress. Recently I had an... See more

Customer service has been second to none. A big thank you to Kara, who went above and beyond to ensure a Child Trust Fund (CTF) transfer was completed. She proactively followed up with the previou... See more

I set up accounts yesterday for both my sons, and it was incredibly straightforward to do. I really like the dashboard and that it shows both my son's ISAs so I can track easily without having to lo... See more

I have made a number of investments with team Wealthify and I don’t regret my decision. The App is simple to use, clear and concise. Any help you require is answered in a very timely fashion by knowle... See more

Nicest/easiest experience I've had with robo-type investing. Website layout and usability are top notch and a welcome contrast to the chaotic mess of one or two other similar platforms. Only minor gri... See more

Everything went well and made a decision to move junior isa to Hargreaves Lansdown because they have no management fee. Wealthify has low fee and clear picture of your investment in apps. I love their... See more

Josh was great when I reached out to him this morning with an issue around my transfer. He was quick to respond and verified the problem almost immediately which resolved the interaction in less than... See more

Crazy Investment company, they buy shares one month & sell them the following month!! No consistency in their planning, Investment take multiple days to action, my direct debit takes almost a... See more

I required an amendment to my Isa. I spoke with Penelope, who was incredibly politeand warm; she handled my request with impressive efficiency. She explained the entire process clearly, leaving me wel... See more

Just opened an isa account & used live chat for help transferring funds. Penelope was very helpful, my issues resolved & even offered to call on the phone so all was clear. Excellent customer service... See more

I opened a bank account with Nationwide for my teenage daughter however it unwittingly exposed her JISA balance to her which forced me to move the JISA. I done a bit of research and decided to... See more

Just spoke with Penelope(Penny) as i needed to amend my bank details and set up a new direct debit, she talked me through the process quickly and efficiently and was all sorted in 5 minutes. Great b... See more

I agree with thex1 star reviews customer service is at best poor and laid back there is no follow up to issues and there is no help or support when things go wrong. Based in wakes when you speak to C... See more

I've already left one positive review regarding ease of use and growth performance of my stocks and shares Isa. Sometimes we need to withdraw money and I'd like to report my positive experience. Commu... See more

I had a chance to invest some money in an ISA but know nothing of how to. I did some research and Wealthify seemed to be the answer; an easy to use app with many user-friendly options, easy to invest,... See more

I was very pleased with the service that I received from Wealthify. They kept me informed of the progress of my Isa transfer and replied quickly and efficiently to my emails. I was also very pleased w... See more

Easy to sign up and get started. Been in the game with Wealthify for 2 years now, and it's been a seamless experience. Customer support is quick and efficient. I've not had any issues or concerns to s... See more

Just transferred my ISAs to WEALTHIFY and found the customer service is second to none. Their advisors take on responsibility for sorting issues and do it quickly. Brilliant service. Thank you Sean!!!... See more

Everything is just so easy to use. All plain and simply laid out on their website. Not been dissapointed with ISA performance and savings account is doing ok too.

Pretty straight forward. My first ISA. I have a LISA with another provider. Checked some sites with comparison tables on fees and opening balance etc. This product worked well for me. Early days. Sim... See more

Investment side is fine. Closing the account has been and still is protracted and tedious. I just want to know how to fill in your form to meet my goal and your staff is not permitted to tell me...it... See more

Thanks Penelope in customer care for helping me navigate ISA contribution, when Tink transfer failed. Job done and a lovely person, Welsh Dragon.

Spoke to Penny to reactivate the access to my account on the App (after getting new phone) Friendly, polite & sorted no problem! Thanks & keep up the good work!! Mr W

I originally opened a wealthify account due to an MSE promotion. I have also had a small pension with them. Both experiences have been poor, mainly due to poor communication and a total l... See more

I have been with Wealthify for less than a year but very pleased with the performance of my pension and importantly, you can get in touch with them pretty easily. Not to be taken for granted with most... See more

Always confirm they’ve received monthly payments. Keep me informed of any changes and why. So easy to invest - they do everything, with great advice and very knowledgeable.

The service I am receiving from Wealthify has been constantly accurate, informed and expedient. The app is easy to use, understandable and free flowing and there are many 'FAQ' that I have been able... See more

I was struggling to set up a complication and error on the verification process for my Wealthify account so I telephoned the helpline where Penelope helped me out even though it took around 20 minutes... See more

Plan now valued at almost exactly what it was 4 years ago. Yet the AI reports people happy with their investment. I read that there are armies of home workers paid to review long lists of companies.... See more

Have been saving regularly with Wealthify for sometime, and have always had great customer service. They look after my plan well and keep me informed of changes to enhance it.

Penelope was very helpful and patient with me as I am not really computer literate. She guided me through the process with courtesy and kindness, thanks.

A friend recommended Wealthify a few years ago and I'm so glad I signed up. Great communication and great service. I am always kept updated about my account.

Only had the junior investment isa for 6 weeks now, app is easy to use and can change the risk level anytime. I Chose the highest level and its already 3.43% increased in value. So far so good. Its do... See more

They keep me fully informed on what they are investing it. I like it being on line so I can check on a regular basis how my investments are doing

Easy to set up savings plan, and great app to keep track of your money, regular updates on how things are working out and what your money is being invested in.

I signed up in October. Moved two of pensions to them. One of the old pension provider has written confirming the closure of that account. But it still isn’t showing in Wealthify? The other pe... See more

Prompt and helpful advice from Sean. I've been with Wealthify a few years now and their service and honesty is nothing short of exceptional.

Really helpful customer service. Quick to respond on live chat. Knowledgeable and easy to understand. The app and website are easy to use even as a beginner investor.

Very happy with service and return so far. Started using May 2025 , my investment is already over 6%return. Very easy to use app and easy to see what is happening with the investment.

A very user-friendly savings & investments app, with very responsive customer service sitting behind it. Moving money in to, out of or between my accounts is very easy.

Overall I am happy with the service . There was a day delay for them to transfer me the investments after I closed my account but as soon as I contacted them the money were there the next day. Google... See more

I had a problem with my login, which was resolved with the help of one of the Wealthify Team. Well done Josh and thanks for his input. I recommend this company.

Penelope was exceptionally helpful when dealing with an issue I had with my son’s Junior ISA account. Throughout my dealings, Penelope was knowledgeable, professional and she kept me regularly updated... See more

Bad customer service on the phone not at help just wanna move tou on to someone else or hang up . Seems like they dont want new customer or dont care about your investment.

I have now been with Wealthify since 2019, upport and withdrawals are fast, I've found it very easy to use, customer service is professional and prompt. I have recommended Wealthify to all my family... See more

Cash Isa: first they dropped the interest rate to far lower than others, then when you try to transfer out you discover they don't do electronic transfers, so you have to print out the request & sen... See more

There is a good app, that is easy to navigate and has a graph showing the performance of your investment. Also has good customer services and low fees.

On the 31st of October 2025 after a long struggle I managed to recieve official confirmation of my account closure. I had initialy tried to use their forms which are difficult. But found inf... See more

Made a payment by debit card into my pension through the wealthify app. Payment left my bank successfully buy Wealthify say they have no record of the funds and I am still waiting to hear back fr... See more