wealthtime.com

2.8
2.8 Based on 16 reviews

Wealthtime is the next-generation adviser platform providing a smarter technology experience and placing advisers and investors at the core of everything we do. Following years of continuous development across two separate platform products, we’ve built ...

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Chadwick Price
An absolute nightmare

An absolute nightmare to get your own money back - Forms after forms that need to be verified and can only be posted. Zero communication from them if they require further paperwork so you have to call them back to see if things are progressing. The investment itself has performed appallingly far better to stick it in a building society ISA - I would never recommend or use again.19 Jan follow up I would like to add further example of their financial mismanagement, After completing the forms 1. Confirm my Identity, 2.Confirm by bank account, 3.I then had to submit another form requesting the transfer of my money into the confirmed bank account all in the name of security "as we look after our clients money". Well not very well apparently as they wrongly sent it to my ISA account something I neither requested nor wanted. Complete mismanagement, do not trust your money to this company,

1
Date of experience: Dec 06, 2023

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Business Details

  • Wealthtime is the next-generation adviser platform providing a smarter technology experience and placing advisers and investors at the core of everything we do.

    Following years of continuous development across two separate platform products, we’ve built a group that’s able to combine top tier technology with a people-centric service, across a choice of two platforms dependent on you and your client's needs; Wealthtime and Wealthtime Classic.See more

  • language https://www.wealthtime.com

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