When you invest with Wealthify, you don’t need to be a stock market expert or spend tonnes of spare time researching where’s best to invest your money. Instead, our investment experts take care of everything for you — just like they do for Aidan.
Read his case study below to find out why he chose to invest with Wealthify, and why he continues to trust us to manage his investments for the long-term.
What Plans do you hold and how long have you been a customer?
I’ve been a Wealthify customer since June 2022 and currently have a Stocks and Shares ISA.
How did you originally hear about Wealthify?
I first heard of Wealthify through an advert on social media (I think it was on YouTube!).
Why did you choose to invest your money with us?
After doing some research into the platform and Plans on offer, I felt confident investing a large portion of my savings in a Wealthify Stocks and Shares ISA. It put my mind at ease knowing that my investments are in the same great ecosystem as a large and stable firm like Aviva.
Since then, Wealthify has become the most important tool I use when it comes to my personal finances and investments.
How much investing experience did you have beforehand?
I only had some small retail investments and did not have a long-term strategy. I also didn’t fully understand the risks around investing as much as I should have.
What’s your favourite thing about Wealthify? Are there any standout features?
First and foremost, the app is so incredibly easy to use; all the key features are very visible and easy to find. The app makes it very simple to select your risk/reward appetite and see what your investment value could be worth in the future with the different options.
I also like that there are a number of helpful articles on investing and general finance available.
Secondly, the performance of my Investment Plan has been very good. Wealthify’s investment team make very logical decisions when it comes to managing your portfolio, and the dashboard gives you a clear breakdown of the type of assets your money is invested in.
Lastly, and most importantly, the customer service is the best that I have experienced from any finance company.
When you’re investing your life savings, any issues that come up can be extremely stressful, but Wealthify’s Customer Care team can be easily reached through a phone call, live chat, and the personal mailbox in your account when you need them.
Would you consider opening any other Plans with us in future?
I’ve actually only just realised that Wealthify offers a Personal Pension, so I may look to transfer my old pots over.
Have you referred any of your friends and family, and if so, why?
I have genuinely recommended that all my close family and friends use Wealthify due to the great customer journey I have had so far.
Find out more about our Stocks and Shares ISA and why it’s trusted by 70,000+ customers.
With investing, your capital is at risk. Please remember the value of your investments can go down as well as up, and you could get back less than invested.
Wealthify does not provide financial advice. Please seek financial advice if you are unsure about investing.
Your tax treatment will depend on your individual circumstances, and it may be subject to change in the future.
