Wealthify Opiniões 2935

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.

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.

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.

Clear and simple App and ways of operating, just the right amount of detail to make informed decisions

Really good customer service chat line

Good app, quick response from help team, easy way to invest and save money.

Invited to comment on Wealthify. Well the performance has been and continues to be awful compared to other investments, In the last 3 months despite all the other stocks and shares investments I hold making considerable money Wealthify have lost money, this reflects the dismal performance over a near 5 year period. I have their Adventurous portfolio, which is supposed to be their best performing ISA profile btw, The performance chart on their *how we invest* does not reflect the actual reality, the results have been much poorer. Every other investment i hold has outperformed them by on average 25%. None have done worse.

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 previous provider to ensure the funds were transferred and kept me informed throughout the process until the matter was fully resolved.

Overall, my experience with Wealthily has been 100% positive. Staff are easy to reach, friendly, and professional, and customer calls are always answered promptly. The app is straightforward and intuitive, and any queries sent via the app are responded to quickly - generally by the same person (Kara in this case) which provides great consistency.

Highly recommend!

Easy to use.

Excellent experience. Good ongoing communication, and well performing funds .

The worst thing about Wealthify is the 'Verify You Are Human' at the log-in. With my slow internet access, this causes a lot of buffering. I have several other accounts with well-known financial companies but they use an access code sent by text or digits from a secret number to verify my identity. Asking investors to tick the 'Human' box at Wealthify's log-in seems amateur. In financial returns, I'm happy with my SIPP (self-invested personal pension) but a different company has beaten Wealthify by 2.76% over 5 years. That other company is in the vanguard of investment platforms!

Will informed and updated with changes to plan,very happy with service provided

it's all quite good! Customer service is quick, which thing is very important

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 information on their site that a written request is enough to close your account.

The information that Wealthify has on its site states that your closing balance will be returned within 10-20 working days. I am 57 working days into my wait and after numerous requests have now made a formal complaint. This is the second formal comlaint that I have had to raise out of three drawdown attempts.

What is worse is that today I received an email ignoring my account closure and asking for more forms.
It has been a difficult and stresfull time trying to close my account and get the balance returned.
It is still ongoing and I will keep you informed of my situation.
Maria

Kara and Joshua have been very helpful with a difficult problem. Thank you both.

I had a query that I couldn't find an answer to but was immediately contacted to an agent who was able to provide the outcome I required very quickly.

I like the way you communicate everything. Also, I'm very happy with the growth on both accounts.