Wealthify Reviews 

3,302
•
TrustScore 4.5 out of 5

4.7

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Review summary

Created with AI, based on recent reviews

Considering 579 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the platform for being extremely simple and easy to navigate, making the process of setting up various savings accounts very straightforward and stress-free. People frequently highlight the exceptional customer support team, noting that staff members are exceptionally helpful, professional, and quick to resolve any questions. Some reviewers were not happy with initial setup hurdles, specific support interactions, or more complex account management tasks. A few users additionally noted that dealing with certain technical queries, transfer requests, or navigating multiple separate plans required extra patience and effort.

What people talk about most

Customer service

Reviewers mention positive feedback about customer service, highlighting how calls and live chats are... See more

Staff

Customers had positive experiences with staff, frequently highlighting that representatives were extremely... See more

Service

Customers consistently note positive experiences with service, highlighting top-tier expertise and... See more

Response time

Reviewers highlight positive aspects of response time, noting that customer service agents are consistently... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Wealthify have kept my investment money as safe as possible and year on year profit has outdone my Cash ISA's at my regular high street Bank. Very happy I was steered to them by Martin Lewis Money Sa... See more

Company replied

Rated 5 out of 5 stars

Never had any problems with Wealthify since I first started investing over 3 years ago . Wealthify app is so easy to use and very easy at all times to check your investments and also how the general... See more

Company replied

Rated 5 out of 5 stars

As a very new customer to Wealthify I must say I'm impressed so far. The online processes for opening a S&S ISA was very straightforward, also the payment process. Communication has been excellent, bo... See more

Company replied

Rated 5 out of 5 stars

I have the majority of my savings with Wealthify, including an Investment ISA, savings pot, and a Junior ISA. The reason I chose them over others is that it was so simple and easy to use. The app is... See more

Company replied


Company details

  1. Investment Service
  2. also in
  3. Non-Bank Financial Service
  4. Pension Fund

About Wealthify

Written by the company


At Wealthify, we think the real return on investment isn't just the money you make, but the time you get back to enjoy life — not watch it go by.

That's why we've made it really simple to invest with confidence: you choose an investment product, then our experts build and manage your Investment Plan for you.

Thanks to our easy-to-use app, all you have to do is top-up and keep track of investment performance whenever it suits you.

Owned by Aviva and voted Best Investments Provider at the 2026 British Bank Awards, it's why over 100,000 busy people trust us to manage their investments.

With investing, your capital is at risk.

OPENING HOURS
Weekdays: 8am - 5:30pm
Weekend and bank holidays: Closed

Contact info

4.7

Excellent

TrustScore 4.5 out of 5

3K reviews

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4.7

All reviews

(3,302)

570 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Efficient and helpful

Efficient and helpful

21 July 2026
Wealthify logo

Reply from Wealthify

Hi Neil,

Thanks for taking the time to leave this review, we really appreciate your feedback!

Many thanks,
Team Wealthify

Rated 5 out of 5 stars

Account reactivation

Quick question needed to ask on the chat bot - was handed to Penelope who quickly was able to answer and action my question and enabled me to go on my way for the day. Great customer service, despite a straight forward query but handled efficiently and a great service.

21 July 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Stuart,

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

Rated 5 out of 5 stars

Great Service

I had a query and the wealthify team answered me quickly and resolved my issue really well.
Great service.

20 July 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Gemma,

What a lovely review! Thank you for taking the time to share your feedback with us, we really appreciate it!

Many thanks,
Team Wealthify

Rated 5 out of 5 stars

A simple approach to investing

A simple app that makes decisions straightforward, great communication and value updated daily so I can see what is going on. Very pleased with the service.

19 July 2026
Wealthify logo

Reply from Wealthify

Hi John,

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

Rated 5 out of 5 stars

I've had such a good experience

I've had such a good experience, I've recommended it to over 5 friends.

12 July 2026
Wealthify logo

Reply from Wealthify

Hi Jason,

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

Rated 5 out of 5 stars

Great

Great!
Easy to navigate .
Now fingers crossed !!

11 July 2026
Wealthify logo

Reply from Wealthify

Hi Sarah,

Thanks for taking the time to leave this review, we really appreciate your feedback!

Many thanks,
Team Wealthify

Rated 5 out of 5 stars

Really pleased with how easy it is to…

Really pleased with how easy it is to invest. App is very user friendly and investments are going well!

9 July 2026
Wealthify logo

Reply from Wealthify

Hi Katy,

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

Rated 5 out of 5 stars

Been with them nearly 7 years and my 18…

Been with them nearly 7 years and my 18 year old son had an isa so easy transferd to him and the payout was easy

19 April 2026
Wealthify logo

Reply from Wealthify

Hi Sean,

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

Rated 1 out of 5 stars

Josh

My application was rejected as the signature on my application didn't match my banks. I received this email on 14th July.

To allow the transfer to proceed, we will need a transfer authority form signed with a signature that matches their records.

To help ensure your transfer proceeds as smoothly as possible and without delay, we’d appreciate an update by 28/07/2026. If we don’t receive it by this date,

As requested I contacted yourselves and spoke to JOSH, who said I am unable to sign a new transfer request, which you had requested! I must cancel my application and start a full new application.

This is not what the email you sent me said it says as long as I sign a new transfer request before 28th July the transfer will proceed.

As JOSH was unable to help with this matter sadly I have asked him to cancel.

Such a shame I am sure if I had spoken to Penelope she would have been able to help.

Regards
Cornelia Tune

16 July 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Cornelia,

Thank you for taking the time to provide us with your feedback, and we're sorry to hear you've been unhappy with the service you have received.

We can see that your complaint has been raised and acknowledged. We are looking into your concerns and will be in touch via your account in due course.

Many Thanks,
Team Wealthify

Rated 5 out of 5 stars

Easy to use

Easy to use, very informative app. Good communication 👍🏻

14 July 2026
Wealthify logo

Reply from Wealthify

Hi Erika,

What a lovely review! Thank you for taking the time to share your feedback with us, we really appreciate it!

Many thanks,
Team Wealthify

Rated 3 out of 5 stars
Wealthify logo

Reply from Wealthify

Hi Robert,

Thank you for your feedback. We’re sorry to hear you feel our fees are too high.

Our fees cover the ongoing management of your portfolio, including investment administration, rebalancing and the service and support we provide. That said, we understand cost is an important factor and we’re always reviewing how we deliver value.

If you’d like, please contact our team and we can explain exactly what fees apply to your plan and how they’re calculated.

Many thanks,
Team Wealthify

Rated 4 out of 5 stars

Communication is good

I have not needed to contact them but, I receive regular and useful communication.

3 July 2026
Wealthify logo

Reply from Wealthify

Hi Carol,

Thanks for taking the time to leave this review, we really appreciate your kind words and feedback!

Many thanks,
Team Wealthify

Rated 5 out of 5 stars

Really easy to invest

Really easy to invest, especially if you’re someone who prefers to let others do the investing and following the markets, very happy with the returns too. The website is simple and not complicated.

3 July 2026
Wealthify logo

Reply from Wealthify

Hi Robert,

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

Rated 5 out of 5 stars

All investments performing well

All investments performing well

3 July 2026
Wealthify logo

Reply from Wealthify

Hi Geoff,

What a lovely review! Thank you for taking the time to share your feedback with us, we really appreciate it!

Many thanks,
Team Wealthify

Rated 5 out of 5 stars

Invest with confidence

I appreciate regular updates on my investment and have confidence in the way that it is managed. I know that if I needed to talk to someone, I could do so and not have to converse with a robot! I am particularly pleased with the returns on my investment and highly recommend Wealthify.

3 July 2026
Wealthify logo

Reply from Wealthify

Hi Mary Anne,

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

Rated 5 out of 5 stars

Set up a stocks and shares account

Set up a stocks and shares account. Easy app / site. Would recommend

11 June 2026
Wealthify logo

Reply from Wealthify

Hi Tony,

Thanks for taking the time to leave this lovely review, we really appreciate your kind words and feedback!

Many thanks,
Team Wealthify

Rated 5 out of 5 stars

Referral bonus is worth it alone..

Referral bonus is worth it alone... Currently getting good returns

8 July 2026
Wealthify logo

Reply from Wealthify

Hi Alexander,

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

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