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 professional... Voir plus
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Lisez les avis des autres
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... Voir plus
L'entreprise a répondu
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 her... Voir plus
L'entreprise a répondu
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 J... Voir plus
L'entreprise a répondu
À propos de l'entreprise
À propos de Wealthify
Écrit par l'entreprise
Wealthify is your easy-to-use, online investing and saving service.
Thanks to our range of award-winning products and easy-to-use app, it’s about the confidence that comes with being prepared for the worst — and satisfaction of building for the future.
With more than 100,000 busy people trusting our experts to manage their investments for the long term, it's about getting more from your finances by doing less.
And it's why the smart money's with Wealthify.
With investing, your capital is at risk.
OPENING HOURS
Weekdays: 8am - 5:30pm
Weekend and bank holidays: Closed
Coordonnées de contact
Tec Marina, CF64 1SA, Penarth, Royaume-Uni
- 0800 802 1800
- support@wealthify.com
- wealthify.com
4,5
Excellent
3 k avis
A répondu à 88 % de ses avis négatifs
Répond généralement dans un délai d'une semaine
Comment cette entreprise utilise Trustpilot
Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.
Proactive friendly help
Penelope was great! Immediately cottoned on to my problem and solved it in a cheerful friendly manner.
Thanks very much!
24 mars 2026
Avis spontané
Réponse : Wealthify
Hi there,
Thanks for taking the time to leave this lovely review, we really appreciate your feedback and will be sure to pass your kind words on to Penelope!
Many thanks,
Team Wealthify
Very helpful customer service
23 mars 2026
Avis spontané
Réponse : Wealthify
Hi Maddie,
Thanks for taking the time to leave this lovely review, we really appreciate your kind words and feedback!
Many thanks,
Team Wealthify
Spoke to Penelope this morning who was…
Spoke to Penelope this morning who was very helpful, professional and friendly, when this war is over and we are hopefully “back to normal” I will definitely be investing more in this company
20 mars 2026
Avis spontané
Réponse : Wealthify
Hi Linda,
Thanks for taking the time to leave this lovely review, we really appreciate your feedback and will be sure to pass your kind words on to Penelope!
Many thanks,
Team Wealthify
Great help
The customer service advisor (Ioan) was brilliant He answered all my questions explaining exactly what I could and couldn’t do
I will be investing with Wealthify as a result of his help
20 mars 2026
Avis spontané
Réponse : Wealthify
Hi Glenn,
Thanks for taking the time to leave this lovely review, we really appreciate your feedback and will be sure to pass your kind words on to Ioan!
Many thanks,
Team Wealthify
Very helpful quick response from…
Very helpful quick response from Penelope
20 mars 2026
Avis spontané
Réponse : Wealthify
Hi Robert,
Thanks for taking the time to leave this lovely review, we really appreciate your feedback and will be sure to pass your kind words on to Penelope!
Many thanks,
Team Wealthify
Penny great customer service
Penny dealt with my query very efficiently and was very easy and charming to speak to.
Thankyou Penny
20 mars 2026
Avis spontané
Réponse : Wealthify
Hi Anthony,
Thanks for taking the time to leave this lovely review, we really appreciate your feedback and will be sure to pass your kind words on to Penny!
Many thanks,
Team Wealthify
Réponse : Wealthify
Hi there,
Thanks for taking the time to leave this lovely review, we really appreciate your kind words and feedback!
Many thanks,
Team Wealthify
Needed sgreat serviceome info on transfering my…
Needed some info on transfering my pension pot. Spoke to Josh got great service. Recommended.
19 mars 2026
Avis spontané
Réponse : Wealthify
Hi Jim,
Thanks for taking the time to leave this lovely review, we really appreciate your feedback and will be sure to pass your kind words on to Josh!
Many thanks,
Team Wealthify
Réponse : Wealthify
Hi Sandra,
Thanks for taking the time to leave this review, we really appreciate your kind words and feedback!
Many thanks,
Team Wealthify
Clear, Concise and Easy to Use
Information before set up very clear and easy to understand.
Set up easy.
Just a note - it takes around 3 business days to activate the account - I was impatient and checked after less than 24 hours and the chat facility was more than helpful and easy to use.
19 mars 2026
Avis spontané
Réponse : Wealthify
Hi Marie,
Thanks for taking the time to leave this lovely review, we really appreciate your kind words and feedback!
Many thanks,
Team Wealthify
Wealthify
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 with the returns on my investments and updates given by them
11 mars 2026
Réponse : Wealthify
Hi Ann,
Thanks for taking the time to leave us this lovely review! We really appreciate your feedback and we're glad to hear you're enjoying your time with us!
Many thanks,
Team Wealthify
Very user friendly, at a price
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 gripe are the fees, which could be lower for the service offered as others have demonstrated. At present I'm ok with paying a little too much for the user benefits, but that could change in the future.
11 mars 2026
Réponse : Wealthify
Hi Carroll,
Thanks for taking the time to leave us this lovely review! We really appreciate your feedback and we're glad to hear you're enjoying your time with us!
Many thanks,
Team Wealthify
Crazy Investment company
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 week to show in my son's S&S Isa.
Woeful, planning, random buying & selling, takes an age to execute, absolutely no idea.
I'm of to Trading 212 at least that's instant execution of trades, not waiting weeks!!
Absolutely useless!!
11 mars 2026
Réponse : Wealthify
Hi James,
Thank you for taking the time to share your experience, we’re sorry to hear you found the process frustrating and appreciate the opportunity to explain how our service works.
We operate as an investment platform that manages diversified portfolios made up of funds, rather than a trading platform for individual shares. Because we invest on an aggregate basis, purchases and sales follow fund valuation and settlement windows and can take several business days to complete; this is a normal part of how funds are priced and settled and differs from the near instant execution sometimes available for individual share trades.
To keep portfolios aligned with each customer’s risk tolerance and chosen theme, we rebalance at set intervals, typically quarterly, though rebalances can occur sooner when market conditions require. These are scheduled rules-based changes which are intentional and designed to maintain the long term objectives of the portfolio. If a deposit arrives for example and gets invested shortly before a rebalance was due (which may swap out some recently purchased funds), we appreciate how unfortunate this timing may appear from a trading log perspective. Please rest assure we continue to innovate and do all that we can to make our trading as efficient as possible.
Direct debit payments are processed through banks and payment processors and therefore have defined timescales; depending on the route and banks involved, it can take a few business days for funds to clear and appear in a plan. We aim to credit payments as quickly as possible once they are received.
If you’d like us to look into the specific delays you experienced, please contact our support team via the app or website via live chat, secure message in your account or phone call and we’ll investigate further.
Many thanks
Team Wealthify
Very easy to use and consistently…
Very easy to use and consistently producing reasonable returns. Will continue to use as an addition to my retirement pots and Investment ISA
11 mars 2026
Réponse : Wealthify
Hi Neil,
Thanks for taking the time to leave us this lovely review! We really appreciate your feedback and we're glad to hear you're enjoying your time with us!
Many thanks,
Team Wealthify
Great customer service from Penelope…
Great customer service from Penelope today
18 mars 2026
Avis spontané
Réponse : Wealthify
Hi Miranda,
Thanks for taking the time to leave this lovely review, we really appreciate your feedback and will be sure to pass your kind words on to Penelope!
Many thanks,
Team Wealthify
I required an amendment to my Isa
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 well-informed and confident that my request would be completed.
18 mars 2026
Avis spontané
Réponse : Wealthify
Hi Michael,
Thanks for taking the time to leave this lovely review, we really appreciate your feedback and will be sure to pass your kind words on to Penelope!
Many thanks,
Team Wealthify
Excellent service
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 lady to chat to
18 mars 2026
Avis spontané
Réponse : Wealthify
Hi there,
Thanks for taking the time to leave this lovely review, we really appreciate your feedback and will be sure to pass your kind words on to Penelope!
Many thanks,
Team Wealthify
Penelope was very helpful and patient…
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.
18 mars 2026
Avis spontané
Réponse : Wealthify
Hi Tony,
Thanks for taking the time to leave this lovely review, we really appreciate your feedback and will be sure to pass your kind words on to Penelope!
Many thanks,
Team Wealthify
Great customer service
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 5 minutes. Great service.
18 mars 2026
Avis spontané
Réponse : Wealthify
Hi Adriyana,
Thanks for taking the time to leave this lovely review, we really appreciate your feedback and will be sure to pass your kind words on to Joshua!
Many thanks,
Team Wealthify
Excellent
Wealthify makes it easy to understand investment ISAs for first time users. The customer service response rate is extremely prompt and Joshua has been very helpful in answering all my questions.
17 mars 2026
Avis spontané
Réponse : Wealthify
Hi Harriet,
Thanks for taking the time to leave this lovely review, we really appreciate your feedback and will be sure to pass your kind words on to Joshua!
Many thanks,
Team Wealthify
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