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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The comments and opinions expressed in this article are the author's own and should not be taken as financial advice from Wealthify.

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Wealthify Customer Reviews

4.36 Average

331 Reviews

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 days ago

Anonymous

Excellent Service

Posted 1 week ago

James

The app and investment options seem good and all, but my reason for leaving a review was the amazing customer support I received. I spoke to Rhiannon Maggs and she was wonderful. The perfect person to talk to. She was kind, professional, helpful, and she replied instantly. I'm leaving this hoping that possibly someone in a managerial position may see this and be able to give her what she deserves. Honestly from my experience she is the perfect employee and should be rewarded. Thank you Wealthify, and thank you Rhiannon!

Posted 6 months ago

Albert Millis

My experience with Wealthify has been fantastic so far. The website is easy to use and the customer service are very responsive. Additionally, I had some issues with the app not working, so I emailed the team and they got back to me really promptly, not only fixing my issue by addressing the app issues and getting them fixed too!

Posted 7 months ago

Anon

Great service. Quick responses from customer. Steady performance from the investment team.

Posted 8 months ago

Matthew Tanner

Easy to setup and use, simple charging structure, well balanced investment portfolios, easy withdrawal and lovely people.

Posted 9 months ago

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