Welcome to Defaqto 5 Star rated investing!

Welcome to Defaqto 5 Star rated investing!

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We’re extremely pleased and proud to announce that our Original and Ethical Plans have been given a 5 Star rating from Defaqto.

Wealthify Investment Plans are available as a Stocks & Shares ISA, Junior Stocks & Shares ISA and General Investment Account. Customers can choose from five investment styles to suit their attitude to risk: cautious, tentative, confident, ambitious or adventurous.

Defaqto is an independent financial information business, helping financial institutions, financial advisers and consumers make better informed decisions.

The Star Rating measures important features about our offering, such as the investment performance of our five Plan types (Cautious to Adventurous) and the ability for customers to choose a general investment or ISA account. It also evaluates the tools we’ve created to help customers make their investment decisions, such as the ‘projected value’ diamond, and assesses how fair and transparent we are with customers about issues like risk and the cost of investing.

Wealthify’s CIO and co-founder, Michelle Pearce-Burke commented, “getting the coveted 5 Star Rating for both our Original and Ethical Plans from Defaqto is an enormous achievement, given the thoroughness of Defaqto’s assessment processes and the extremely high standards they demand for their highest rating. This is something we are extremely proud of and, along with the awards we’ve received this year, validates all of the work we do to create a genuinely smart and enjoyable investing experience for customers."

A Defaqto spokesperson commented, "The Defaqto Digital Wealth Management Star Rating helps consumers to be better informed when selecting a Digital Wealth Management plan. The ratings measure features and are completely comprehensive. They take into consideration not only the customer experience but also the range of investments.

“Defaqto Star Ratings are based on facts. Our in-house experts independently research and analyse more than 43,000 financial products to ensure that ratings are always relevant and up to date. Through their achievement of a Digital Wealth Management 5 Star Rating, customers will know that Wealthify provides one of the highest quality offerings in the market.”

 

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Wealthify Customer Reviews

4.33 Average

339 Reviews

Anxhelino

Staff is very friendly and quick to respond to any questions that I had. Everything is extremely transparent with emails when they are making drastic changes in the investment plan and as for performance, they did really put my money to work hard with good investment choices and a truly diversified portfolio.

Posted 4 days ago

Giada

Lovely customer service, decent returns, easy account to open and close. Overall very satisfied!

Posted 5 days ago

Jim Corley

Wealthify customer service is absolutely superb, it really cannot be faulted. I have had several queries which were answered, and where needed, actions taken within a few minutes of my call to them. 10/10. With regard to investment performance, overall it has been slightly above the performance of my other investment pots, despite me making my original deposits when global markets were significantly higher than they are now. If they can stay on course, 16% in a year, given all the fiscal uncertainty, is superb.

Posted 5 days ago

Hugo Scheiff

Wealthify has been a solid investment platform for me in the last year. Global markets have been a bit shaky but they have managed to keep some fairly consistent returns and stability for my portfolio. Above everything else though is the customer service. It is truly excellent and always done with a friendly attitude and every question I have had has been resolved straight away. Worth sticking with them for the customer service alone!

Posted 1 week ago

Anonymous

Wealthify have delivered excellent customer service for me when I needed some help transferring my general investment account to an ISA plan. I've also opened 2 Junior ISAs because I think its important to start investing for my children early. I really like the way their communications are really clear and informative. I've not had any problems as yet. I'm expecting my money to go down a bit as we are facing issues with uncertainty around Brexit etc... but investing is something I am hoping to do for a long time and I hope that this is something I will reap the benefits of especially for my children.

Posted 2 months ago

Anonymous

Excellent Service

Posted 2 months ago

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