Complaints

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’re likely to 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.

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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