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Wealthify News & Performance

Find out what Wealthify has been up to. Read about new products launches, changes to service, what the markets are doing, and how investments are performing.

Month in the Markets: January 2024

Created on: 13/02/2024
A round-up of the latest month in the markets.
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Month in the Markets: December 2023

Created on: 10/01/2024
Updated: 15/01/2024
A round-up of the latest month in the markets.
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The markets: where do we stand in 2024?

Created on: 04/01/2024
Join us as we provide a round-up of the markets in 2023 — and a preview of what to expect in 2024.
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Month in the Markets: November 2023

Created on: 11/12/2023
Updated: 10/01/2024
A round-up of the latest month in the markets.
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Month in the Markets: October 2023

Created on: 10/11/2023
Updated: 10/01/2024
A round-up of the latest month in the markets.
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Month in the Markets: September 2023

Created on: 06/10/2023
Updated: 02/01/2024
A round-up of the latest month in the markets.
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Customer feedback: why it matters so much to us

Created on: 02/10/2023
At Wealthify, delivering excellent customer service is something we strive for and that includes listening to the not-so-good feedback. Because, as much as we love hearing about why you love Wealthify, there is always room for improvement, as Nick (our Senior Complaints Manager) explains.
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Month in the Markets: August 2023

Created on: 08/09/2023
Updated: 10/01/2024
A round-up of the latest month in the markets.
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Month in the Markets: July 2023

Created on: 07/08/2023
Updated: 11/09/2023
A round-up of the latest month in the markets.
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What is the UK’s level of financial knowledge – and what impact is this having on our money?

Created on: 30/07/2023
Updated: 14/02/2024
Our new research with The Centre for Economics and Business Research (CEBR) has discovered that only 5% of Brits were able to answer 10 questions about frequently discussed financial topics correctly. Read to find out more about the impact a lack of knowledge could have on people’s financial future.
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Month in the Markets: June 2023

Created on: 14/07/2023
Updated: 08/09/2023
A round-up of the latest month in the markets.
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Month in the Markets: May 2023

Created on: 09/06/2023
Updated: 08/09/2023
A round-up of the latest month in the markets.
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What is the US debt ceiling — and how does it affect your Plans?

Created on: 05/06/2023
Updated: 23/06/2023
With so much talk about the US debt ceiling recently, you might be wondering what it actually means — especially for your Plans.
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Fear of investing: Dispelling investment myths as new research shows 66% of Brits are nervous about investing

Created on: 25/05/2023
Updated: 14/02/2024
Research reveals that preference to put money in a savings account was one of the main investment barriers, with 85% of Brits sharing this belief.
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Month in the Markets: April 2023

Created on: 12/05/2023
Updated: 27/07/2023
A round-up of the latest month in the markets.
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