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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: October 2023

Created on: 10/11/2023

Updated: 14/11/2023

A round-up of the latest month in the markets.

Month in the Markets: August 2023

Created on: 08/09/2023

Updated: 09/10/2023

A round-up of the latest month in the markets.

Month in the Markets: September 2023

Created on: 06/10/2023

Updated: 10/11/2023

A round-up of the latest month in the markets.

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.

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.

What is the UK’s level of financial knowledge – and what impact is this having on our money?

Created on: 30/07/2023

Updated: 08/09/2023

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.

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.

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.

Fear of investing: Dispelling investment myths as new research shows 66% of Brits are nervous about investing

Created on: 25/05/2023

Updated: 17/08/2023

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.

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.

When does the new tax year start and how could you prepare for the changes it could make to your finances?

Created on: 10/04/2023

Updated: 16/08/2023

The new tax year can bring with it many changes – from the cost of things like your water bill and council tax, to your annual tax-free allowance limits. Here are some things that you could do to prepare for it.

Month in the Markets: March 2023

Created on: 06/04/2023

Updated: 27/07/2023

A round-up of the latest month in the markets.

Month in the Markets: February 2023

Created on: 13/03/2023

Updated: 05/04/2023

A round-up of the latest month in the markets.

Month in the Markets: January 2023

Created on: 09/02/2023

Updated: 03/03/2023

A round-up of the latest month in the markets.

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