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Wealthify Reviews

Rated 2.6 based on 117 Reviews

Tec Marina, Terra Nova Way, Penarth CF64 1SA

Investment & Wealth Penarth

Published on
August 18, 2025
Last updated
August 18, 2025

Reviews Summary

The overall sentiment toward Wealthify’s investment services is mixed, with several customers dissatisfied primarily around account withdrawals, fund transfer speeds, and difficulties resolving complaints. Positive comments are noted regarding the app’s usability and the professionalism or responsiveness of staff, but frustration is high for those facing delays or communication breakdowns during account closures and withdrawals.

Common positive themes in the reviews include strong investment returns for some customers, clear app design, and seamless transactions when adding or managing funds. Customers with long-term investment perspectives or simpler processes tend to report better experiences. Challenges cluster around withdrawal processes, extended complaint resolution times, and inconsistent or impersonal customer support, especially when issues arise. Several reviewers express disappointment at ongoing charges, slow direct debit processing, or the need to chase up rewards and withdrawals.

Overall, Wealthify’s reputation in the UK investment market is polarized. The service earns trust among users who encounter straightforward investing or above-average returns, but its management of withdrawals and complaint resolution significantly undermines confidence for others. Prospective clients in the UK may notice clear operational positives but should be aware of recurring service-related concerns.
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What Customers Are Saying About Wealthify?

respond even if the resolution isn't immediate

the App is great and easy to read

very well: first at return of 21.76%

No problems at all from me

Trustguide extracts key phrases from reviews about Wealthify and sort them by sentiment. This gives you a quick view of what customers consistently praise or raise concerns about—without needing to read every review.

Satisfaction Score

Based on the set of reviews used to generate this report, it appears that 30% of Wealthify's customers had a positive experience.

Positive
30%
Neutral
10%
Negative
60%

Wealthify Ratings

1

As of Based on 117 revies as of Aug 18, 2025

Wealthify Score

30%

As of Based on 117 revies as of Aug 18, 2025

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Customer Reviews

As of Aug 18, 2025, 117 customers have reviewed this business and rated it 2.6 Star out of 5. Trustguide conducted an in-depth analysis of Wealthify's publicly available reviews View source

Emily Slayman rated Wealthify 2 stars
2 months ago
I agree with many people on here. I invested during the 2021 S&S boom and actually broke even when the disaster of COVID struck. I took the majority of savings out once things had recovered and accept that you can't control the markets and that everyone, regardless of where they were investigating, were making a loss. Fast forward a few years and now having invested elsewhere I had a direct comparison of performance. After the the chaos of Trump where markets were crashing but people were then taking opportunity left right and Chelsea..I didn't see this in my Wealthify S&S ISA and in comparison with Virgin (making 7.5%) I have only made 2.5%. The 2 stars I have given are for the app usage and the people working who are responsive and always try to be helpful. My real annoyance is the account shows I have made 13% overall when the reality is I have only made £200 from the £8000 physically in my account for the last 2 years with significant monthly charges...I've actually just been doing my own investments in Trade 212 (no fees) and have managed to make 11% with ethical sustainable investments with very little knowledge of stocks and shares... surely professionals should be doing better than my efforts...I'm out!
Aethan Wills rated Wealthify 5 stars
3 months ago
I have 2 ISA plans and easy access saving account. My ISA plans are set at adventurous, both are in the green performing very well: first at return of 21.76% and the other 28.53%. I have added and withdrawn from my savings account many times with instant results of monies transferred correctly. No problems at all from me. Keep up the good work. I also invest in other ISA’s and stock/shares which are performing in similar results to my own trading decisions, which I conclude as a positive indicator of Wealthify’ investment strategies. In fact they are superseding my NatWest ISA which is run by Coutts running currently at 15.70% over all return. I have never had to use customer service so don’t really have detail on that part of the performance. The App is easy to use, clear and I top up if I want to add more to my ISA’, usually takes a few days to appear but nothing unusual; every transaction are accompanied by email recording transactions. Good work, keep it up! 👍 Mr. A.W
Lynx 23carly rated Wealthify 1 stars
3 months ago
Anxiety inducing nightmare dealing with these crooks. Not the only person to be treated like this by Wealthify judging by the reviews. Closed my ”Instant access” savings account over 3 weeks ago and they are still holding my money hostage!!!. Criminals are treated better than this!!!!. Maybe someone should explain to these thieves what the word “Instant” means!. It certainly doesn’t mean hold someone to ransom for 3 weeks and still going. Avoid these clowns like the plague. Starling have close to the same rate and don’t treat you like scum. I’m tempted to cut my nose off to spite my face and switch my pension over too out of principal.

Frequently Asked Questions About Wealthify

How quickly can I withdraw my savings from Wealthify?

Some reviewers report that withdrawals can be delayed, sometimes significantly beyond advertised timelines. Customers may also be required to provide multiple bank statements or additional documentation before funds are released.

Is the Wealthify app user-friendly for tracking investments?

Yes, several customers mention that the Wealthify app is clear, easy to use, and makes it simple to check investment performance and transaction history.

What information may be required if I want to close my account?

Customers have reported being asked for up to four months of bank statements and other financial details before closing an account or withdrawing funds. It’s advisable to prepare such documentation in advance to avoid additional delays.

About Wealthify

Investment & Wealth
Wealthify offers digital investment and savings services, including Stocks and Shares ISAs, savings accounts, and other investment products. It operates in the personal finance sector, providing individuals with managed portfolio solutions through an online and app-based platform tailored to various risk levels and financial goals.

The company conducts account management, fund transfers, and investment tracking primarily online via its website and mobile application. Customers can open accounts, deposit or withdraw funds, monitor performance, and sometimes interact with customer support digitally. Wealthify uses automated processes for portfolio management with periodic manual intervention and email notifications for transactions.
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How is this report generated

Trustguide generates concise, neutral summaries of business reviews. By analyzing publicly available feedback from reputable platforms, it highlights common experiences, praises, and concerns. This allows users to quickly understand a business’s reputation without reading every individual review.4o
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Mike, Adam and another 21,516 have joined the waitlist.