Wealthify

Wealthify is an investment management company based in Penarth, Wales. It is a privately limited company and was founded in 2016.

Wealthify
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Investing and pensions

Ranked 26th of 27 providers reviewed.

Customer happiness score 44%
Customer trust score 51.96%
Complaints performance 71.89%
Transparency rating 61.88%
Fairer Finance score
Reviewed Autumn 2023
57%

Investing and pensions

Ready-made Ethical General Investment Accounts

Wealthify

Wealthify ethical portfolio

2 stars
Cost (Year 1) i £565.00
Account closure fee £0.00
Charge for transferring investments to another platform i
Does the provider have a mobile app?
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00

Ready-made Ethical Junior ISAs

Wealthify

Wealthify ethical portfolio

2 stars
Cost (Year 1) i £565.00
Account closure fee £0.00
Charge for transferring investments to another platform i
Does the provider have a mobile app?
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00

Ready-made Ethical Personal Pensions

Wealthify

Wealthify ethical portfolio

2 stars
Cost (Year 1) i £1,130.00
Account closure fee £0.00
Charge for transferring investments to another platform i
Does the provider have a mobile app?
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00

Ready-made Ethical Stocks and Shares ISAs

Wealthify

Wealthify ethical portfolio

2 stars
Cost (Year 1) i £565.00
Account closure fee £0.00
Charge for transferring investments to another platform i
Is there a mobile app?
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00

Ready-made General Investment Accounts

Wealthify

Wealthify portfolio

4 stars
Cost (Year 1) i £380.00
Account closure fee £0.00
Charge for transferring investments to another platform i
Does the provider have a mobile app?
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00

Ready-made Income Drawdown

Wealthify

Wealthify portfolio

4 stars
Annual cost of regular payments £0.00
Cost of setting up income drawdown £0.00
Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started £0.00
Cost (Year 1) i £1,140.00
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Same day payment/payment by CHAPs £0.00
Account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Charge for transferring investments to another platform i
Charge for withdrawing your whole pension (if it is small enough to meet government rules) £0.00
Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down £0.00
Charge for account closure within 12 months through drawdown £0.00
Cost of reviewing your income drawdown if it is a capped drawdown plan £0.00
Charge for purchasing an annuity

Ready-made Junior ISAs

Wealthify

Wealthify portfolio

4 stars
Cost (Year 1) i £380.00
Account closure fee £0.00
Charge for transferring investments to another platform i
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

Ready-made Personal Pensions

Wealthify

Wealthify portfolio

4 stars
Cost (Year 1) i £760.00
Account closure fee £0.00
Charge for transferring investments to another platform i
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Does the provider have a mobile app?

Ready-made Stocks and Shares ISAs

Wealthify

Wealthify portfolio

4 stars
Cost (Year 1) i £380.00
Account closure fee £0.00
Charge for transferring investments to another platform i
Charge for selling holdings if not enough money in account for charges
Completing paper applications
Cash withdrawal by BACs £0.00
Same day payment/payment by CHAPs £0.00
Early account closure fee £0.00
Cost of receiving paper statements for a year
Charge for transferring cash to another platform i £0.00
Is there a mobile app?