This is a nice simple journey
For someone fed up with the traditional torrents of jargon and looking for something a bit more 2021! Read our review on it here
Boring Money Review of Wealthify JISA
Holly Mackay's View
A nice user-friendly robo adviser which actually feels like a pleasure to use. Clear graphical interfaces make things easy. A major stake held by household name Aviva adds credibility. A good option for beginners who don’t want to pick their own investments.
Holly has accounts with all the providers on our website and independently reviews all of them.
Customer Reviews of Wealthify JISA
We collect reviews and share feedback from real users to give you the best information about providers.
30 June 2023
The app and all their communications are good. Their performance hasn't been great lately
30 June 2023
There is clear communication and the website is easy to navigate.
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Is Wealthify JISA right for you?
Ease of use
The website is super simple, easy to use and it’s great on mobile too. Wealthify presents plenty of information up front about what’s involved, telling you what returns you can expect, what you’d be charged and what your investments would be before you even hand over a name. There are nice interactive tools, of which the risk slider is particularly useful to the end user; accompanied by clear, jargon-free text with good detail. A free JISA guide is also provided, which delves a little deeper into Wealthify’s JISA, allowing a user to better understand the product before opening an account.Account set-up was smooth.
Mobile & Apps
We really like the Wealthify app. It’s clean and has great usability, such as a very simple and easy to understand view of performance. The display of your investments by type and region is interactive, slick and very user friendly. And it is possible to sign up as a customer through the app. Our only gripe is not being able to top-up your investments without manually setting up a bank transfer or making a one-off Direct Debit payment that can take up to ten working days to come into your Wealthify account.
Facts, Fees & Behind the Scenes at Wealthify
The service works really smoothly and is even a pleasure to use (which is rare!). The dashboards and reporting are clear, and information is very easy to find across the account page. Our only issue is it lacks some additional detail for a more experienced or engaged investor wanting to know a bit more about their investments, however there is enough information to suit most.
What investments are available on Wealthify?
Products
Stocks and Shares ISA
Junior ISA
Investment Account
Pension
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