We aim to provide you with the best possible service at all times, but we understand that sometimes customers might feel disappointed. You can let us know about your complaint by sending us a message from your Wealthify account, via our instant live chat, calling our team on 0800 802 1800 or by writing to us at: Wealthify, Tec Marina, Terra Nova Way, Penarth, CF64 1SA.
We’ll deal with your complaint as fairly and quickly as we can and in accordance with our regulator, the FCA’s requirements.
If you aren’t happy with the way we’ve dealt with your case, you may be able to refer your complaint to the Financial Ombudsman Service (but remember that the Ombudsman won’t look at a complaint until it has been raised with us and we’ve had reasonable time to investigate and respond).
Our complaints policy is here.
Amazing customer service, had a few issues regarding withdrawals which were my fault. Highly recommend.
One of my work colleagues put me onto Wealthify. It is simple, easy to use and the communication about your portfolio and re balancing is excellent. I am hooked. I have set up a monthly DD and transfer spare cash no matter how small to build the portfolio. I am maxed on ISA contributions elsewhere so am using it just for supplemental trades.
I'm huge on personal finance, investing and saving. And, for me, Wealthify has allowed me to set up my investment fund, make use of my ISA allowance and make contributions / investments on auto-pilot. I knew that investing into Stocks, Shares, Bonds, Property and so on were all great, long term things to do, but Wealthify has made it easy and dummy-proof... I love it already!
I have found it extremely easy to set up and monitor my ISA. There is plenty of information about stock movements being made on my behalf and it feels like a very personal service being offered by this young company.
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.
Lovely customer service, decent returns, easy account to open and close. Overall very satisfied!
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