Wealthify Avis 2 935

This company are consistently good at managing your finances and communicating what they are doing to protect savings and investments. Their app is great and simple to use and I would recommend anyone to use them for financial planning, especially pensions and long term saving.

I have to agree with a previous reviewer, it’s nice to talk to a human.
I dealt recently with someone called Josh who explained how something worked and explained it in plain English. Thanks again Josh!

Expected Outcome
Incredibly quick service (once past robot)

I've been really impressed with Wealthify, both for my own savings account and my children's JISAs. Using their webchat service today, Penny helped me with my query extremely quickly and professionally, and made the process so easy for me.

Had the Account for around 6 months and it's been in negative equity most of that time so Im getting out whilst it is actually in profit.

Since making my initial deposit I’ve seen returns of over 20%. Very happy with my decision to choose Wealthify to manage my investment.

Really helpful chat with staff to guide you through everything
Thanks so much
Amanda

I forgot my Pin
Obviously out of hours so had to try using the Bot. Absolutely no use at all.
Left a message and Sean contacted me when they reopened
Talked me through what to do.
Fantastic service
Very happy

Quick response on the online chat and Josh was helpful and knowledgeable about my query! Thank you!

After a few weeks of frustrating calls not resolving my problem I struck gold with Penelope. Although all previous contacts had been friendly and helpful Penelope was the first one to take it upon herself to resolve my problem and she stuck with it for 3 days until everything was resolved. Having waited over two months for resolution it was great to have Penelope in my corner. Thanks, Bernie

I opened Junior Stocks and Share ISA for my children and so far, they have been doing well. I choose a conservative investment portfolio of a risk value 3/5. My older one just turned 18 and loves the product. I do too. I was looking at opening a SIPP account but would like much control over my investments, so I am skipping that for now. I would have given a 5 out of 5, but the deposit for opening a SIPP is not competitive. Yes, the money goes into you account but who has £500 laying around...surely, not me😊

Quick responses from a real person. Very friendly and dealt with my mistakes quickly and professionally. Thank you. 😊

The chat function is really great! You get to talk with an agent, but it's not the typical formal chat. It feels like a friendly human interaction where they listen carefully and help you solve your issue.

Spoke to Jane, not only did she quickly resolve my queries, but she did it with a smile and laugh.

I have invested with them for several years after a recommendation from Martin Lewis. Despite it being a difficult year for shares, I have had a 18% increase in the past year and 36% overall in the past 4 years.

Fantastic service offered by a lovely lady called Penelope. She was both friendly and efficient - 5 Stars :)!

Easy to use. Very professional

Excellent customer service from Penelope today on an enquiry that I had

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.

Transactions are way too slow.
7 working days for a direct debit to clear? 12 days for a withdrawal...

And don't be fooled by generic response of "it's the Banks processing times", I've work in a Bank and have done for 18 years, direct debits are paid and processed same day, it's why none of your bill companies chase you after a week saying it's been 7 days and your bill is unpaid....