Wealthify Reviews 

3,317
•
TrustScore 4.5 out of 5

4.7

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Review summary

Created with AI, based on recent reviews

Considering 577 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently mention that the staff is exceptionally helpful, patient, and quick to resolve any questions through online chat or phone calls. People also love how easy the platform is to navigate, making the entire investment setup process smooth, modern, and completely stress-free from start to finish. Consumers appreciate receiving regular updates about their portfolios, noting that knowledgeable experts take good care of their funds behind the scenes. Some reviewers were not happy with certain account procedures or experienced unhelpful support when dealing with complex tax queries and lower income policies.

What people talk about most

Customer service

Customers had positive experiences with customer service, frequently highlighting fast phone and chat... See more

Staff

Consumers find staff to be positive, highlighting polite, knowledgeable, and friendly support agents who... See more

Service

Reviewers mention positive feedback about service, noting that the team is always top and manages investments... See more

Response time

Users describe positive interactions with response time, frequently highlighting that agents answer calls and... See more

Reviews shaping this summary

Rated 5 out of 5 stars

The returns on my ISAs and those I opened for my grandchildren have been excellent. Wealthify have aced the investment side of the business. However it is their customer service that keeps me returnin... See more

Company replied

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


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

(3,317)

553 reviews in the last 12 months

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Rated 5 out of 5 stars

Wealthify have kept my investment money…

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 Saving Expert many years ago. It was a spot-on piece of advice

21 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Jon,

We really appreciate your kind words and continued trust in us.

We're so happy to hear about your positive experience and that your investments have performed well! It's wonderful to know we've helped you achieve better returns than your Cash ISAs.

Best Wishes

Team Wealthify

Rated 5 out of 5 stars

Very response and clear instructions

Very response and clear instructions. Helped with everything i needed

21 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Darren,

Thank you for your positive feedback.

We’re delighted to hear our guidance was clear and prompt, and that we were able to help with everything you needed.

Best wishes

Team Wealthify

Rated 4 out of 5 stars

First time using Wealthify

First time using Wealthify. Penelope was very helpful on phone when setting up transfer money to my granddaughter’s JISA. Reason not give 5 stars was the background noise rather distracting.

21 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Sarah,

We appreciate your feedback and are pleased to hear our team member was helpful with your granddaughter's JISA. We note your comment regarding background noise and will certainly look into this to improve our service.

Best Wishes

Team Wealthify

Rated 5 out of 5 stars

Confidence in the investment strategy

Confidence in the investment strategy, efficient and quick response to money transfers.

19 September 2026
Wealthify logo

Reply from Wealthify

Hi Chris,

We're truly glad to hear about your confidence in our investment strategy and our efficient transfer responses. Thank you for your feedback!

Best Wishes

Team Wealthify

Rated 5 out of 5 stars

Would highly recommend

Would highly recommend, been using Wealthify for 18 months and it has been consistent in performance requiring no time from myself. Ideal for someone new to investing.

12 September 2026
Wealthify logo

Reply from Wealthify

Hi Mark,

We're so happy to hear about your positive experience with us! It's wonderful that our service has consistently met your expectations and made investing straightforward.

Thank you for your kind words.

Best Wishes

Team Wealthify

Rated 4 out of 5 stars

Pension transfer

So far transfer in of my pension seems pretty painless with engaged and professional team

18 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Mike,

We're so glad to hear that your pension transfer process has been smooth and that our team was professional. Thank you for your kind words!

Best Wishes

Team Wealthify

Rated 5 out of 5 stars

Very helpful staff

Penelope was very helpful with an IT problem I had in the recovery of figures. Staff at this company are always very good to deal with which is what sparked this review. However on another note, the [past returns, well, real terms losses, were unfortunately too disappointing for me and I left but that's the gamble you take.

18 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi David,

We're so glad to hear Penelope provided excellent IT support. We always aim for our team to be helpful and professional. We understand your concerns regarding past performance and appreciate you sharing your experience, even though it led to your departure.

We value your feedback.

Best Wishes

Team Wealthify

Rated 5 out of 5 stars

Quick and easy help via the chat from…

Quick and easy help via the chat from Penelope. A real person I think, maybe AI but good if it was. Penelope was very helpful.

18 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Miss Roberts,

Thank you for your kind words.

We're so glad to hear our support agent provided quick and helpful assistance.

Best Wishes

Team Wealthify

Rated 5 out of 5 stars

Really easy to use and I have received…

Really easy to use and I have received good returns over the years. Ideal for a relatively passive investor

17 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Neil,

We're so glad to hear you've found our platform easy to use and have seen good returns! We appreciate your positive feedback.

Best Wishes

Team Wealthify

Rated 5 out of 5 stars

Rapid transaction

Rapid transaction
Asked for a withdrawal from my stocks and shares cash holding outside of normal working hours and it was completed within 30 minutes. Many other companies use the 15 day rule as a target rather than moving the asset as soon as they can.

16 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Stuart ,

We're so pleased to hear about your positive experience with our withdrawal process! We always aim to complete transactions efficiently, and we're glad we could meet your expectations, even outside of normal business hours.

Thank you for your kind words.

Best wishes

Team Wealthify

Rated 5 out of 5 stars

Outstanding customer service.

On 14 September 2026 and 15 September 2026 I received BRILLIANT telephone service from Penelope. Her assistance was outstanding.

14 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Tony,

We're so pleased to hear about your excellent experience with our telephone service.

We truly appreciate you sharing your positive feedback!

Best wishes

Team Wealthify

Rated 5 out of 5 stars

Great app and great support

The app is very easy to work and provides information on where your money is being invested. I recently had a problem and I was helped straight away and the problem was resolved

14 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi,
Thank you so much for taking the time to leave such lovely feedback! We're thrilled to hear how easy-to-navigate you find the app, and we're glad the problem was solved promptly!

Best wishes,
Team Wealthify

Rated 5 out of 5 stars

Excellent easy to use money app

Excellent easy to use money app
Very flexible

12 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Mr Torrens,

We're so happy to hear you find our money app easy to use and flexible.

Thank you for your kind words!

Best wishes

Team Wealthify

Rated 5 out of 5 stars

Good Knowedable Investment team

Great and regular communication, really good offer to get me started and regular management of non performing stocks to better options

12 September 2026
Wealthify logo

Reply from Wealthify

Hi There,

Thank you for your wonderful feedback! We are so pleased to hear that you appreciate our communication and the way we manage your investments, ensuring they are always performing their best.

Best Wishes

Team Wealthify

Rated 5 out of 5 stars

Very heloful

11 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Heather,

Thank you for your kind words, we are glad to know our team are always helpful when you need them

Best wishes

Team Wealthify

Rated 5 out of 5 stars

Great service

I have both my pension and savings with welfify they are growing my pension at a rate my works pension could only dream of and my savings have a better interest rate than my bank could offer,the app is easy to use and it's easy to get hold of someone if you have a problem or question,I would recommend them to anyone.

11 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Andyj9

We are so pleased to hear such positive feedback about our services! It's wonderful to know that we are helping your pension and savings grow significantly, and that you find our app user-friendly. We truly appreciate you recommending us; it means a lot to our team.

Best Wishes

Team Wealthify

Rated 5 out of 5 stars

Thanks to MSE & Martin Lewis Wealthify…

Thanks to MSE & Martin Lewis Wealthify was recommended as a method of saving without a high risk . Over 3 years later I have a 4 figure account with a gross interest of £ 980 . I will increase my Monthly payments during the Year . Well Done Wealthify

9 September 2026
Wealthify logo

Reply from Wealthify

Hi David,

We appreciate your kind words and your continued trust in us.

We are so pleased to hear about your positive experience and the excellent growth of your account over the past three years. It's wonderful to know that our services are helping you achieve your savings goals.

Best Wishes

Team Wealthify

Rated 5 out of 5 stars

Straight forward

5 September 2026
Wealthify logo

Reply from Wealthify

Hi Des,

Thank you for your feedback.

We’re glad to hear you’re experiencing a seamless service, and we’ll continue working to make our platform as user-friendly as possible

Best Wishes

Team Wealthify

Rated 5 out of 5 stars

Always had excellent service

Always had excellent service! I would recommend their Pension services the best I have found for growth and security.

9 September 2026
Unprompted review
Wealthify logo

Reply from Wealthify

Hi Norwich,

We are so happy to hear that you have consistently received excellent service from us!

We truly appreciate your recommendation of our Pension services for growth and security.

Best Wishes

Team Wealthify

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