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

Our product ratings are designed to help you choose a quality product. We rate policies on the key features that are most important for the majority of customers.

Investing and pensions

9 products reviewed

Ready-made Ethical General Investment Accounts

1 product reviewed

Wealthify

Wealthify ethical portfolio

Feature Value
Cost (Year 1)
£528.00
Account closure fee
£0.00
Charge for transferring investments to another platform
N/A
Ready-made Ethical Junior ISAs

1 product reviewed

Wealthify

Wealthify ethical portfolio

Feature Value
Cost (Year 1)
£264.00
Account closure fee
£0.00
Charge for transferring investments to another platform
N/A
Ready-made Ethical Personal Pensions

1 product reviewed

Wealthify

Wealthify pension portfolio

Feature Value
Cost (Year 1)
£1,060.00
Account closure fee
£0.00
Charge for transferring investments to another platform
N/A
Ready-made Ethical Stocks and Shares ISAs

1 product reviewed

Wealthify

Wealthify ethical portfolio

Feature Value
Cost (Year 1)
£528.00
Account closure fee
£0.00
Charge for transferring investments to another platform
N/A
Ready-made General Investment Accounts

1 product reviewed

Wealthify

Wealthify portfolio

Feature Value
Cost (Year 1)
£372.00
Account closure fee
£0.00
Charge for transferring investments to another platform
N/A
Ready-made Income Drawdown

1 product reviewed

Wealthify

Wealthify pension portfolio

Feature Value
Cost (Year 1)
£1,110.00
Cost of setting up income drawdown
£0.00
Annual cost of regular payments
£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
Ready-made Junior ISAs

1 product reviewed

Wealthify

Wealthify portfolio

Feature Value
Cost (Year 1)
£186.00
Account closure fee
£0.00
Charge for transferring investments to another platform
N/A
Ready-made Personal Pensions

1 product reviewed

Wealthify

Wealthify pension portfolio

Feature Value
Cost (Year 1)
£740.00
Account closure fee
£0.00
Charge for transferring investments to another platform
N/A
Ready-made Stocks and Shares ISAs

1 product reviewed

Wealthify

Wealthify portfolio

Feature Value
Cost (Year 1)
£372.00
Account closure fee
£0.00
Charge for transferring investments to another platform
N/A

Savings Accounts

1 product reviewed

Easy Access Accounts

1 product reviewed

Wealthify

Instant Access Savings Account

Feature Value
Interest Rate (AER)
3.35%
Balance Tiers
3.35% from £1
Minimum Opening Balance
£1.00
Withdrawal Penalty
N/A
Part of FSCS Yes
Bonus Rate
N/A

Savings Accounts (ISAs)

1 product reviewed

Easy Access ISAs

1 product reviewed

Wealthify

Cash ISA

Feature Value
Interest Rate (AER)
3.35%
Minimum Opening Balance
£1.00
Part of FSCS Yes
Withdrawal Penalty
N/A

Our unique Customer Experience Ratings help consumers find companies that offer a good service.

Investing and pensions

Ranked 9th of 21 providers reviewed


Customer happiness score 71.61%
Customer trust score 67.65%
Complaints performance 65.35%
Transparency rating 67.74%

Fairer Finance Score

Reviewed Autumn 2026

68.09%