I have been a client of the investment information service for a number of years. I recently tried to cancel my subscription as I no longer require the service as I have moved my pension investments... Se mer
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Det här tycker kunderna
Yodelar investment magazine and fund ratings A must read for anyone investing in funds. You will become a better manager of your own investments and ensure you chose the right funds for your portfoli... Se mer
Företaget har svarat
As a research resource, I find Yodelar outstanding. The 1-3-5-year ratings rather encourage you to take a longer view rather than reacting to short term changes. For example, I am presently invested i... Se mer
Företaget har svarat
Yodelar and in particular Sean was extremely helpful to us choosing what we need to do with our pension. We had been advised generally to go for drawdown but that's really where the headache started.... Se mer
Företagsinformation
Skrivet av företaget
Yodelar Investments is a fully FCA regulated advice firm providing UK investors with regulated financial and investment advice. As a research driven firm we help clients optimise their investment and investment funds efficiently in order to maximise future growth. Yodelar also provide many free resources to help educate investors. Yodelar also operate the UK's leading fund comparison site. Every month we analyse 88,000 investment funds and their variants and produce the UK's most well know investor magazine, top funds report and fund manager league table. Book a complimentary no obligation call with our team today!
Kontaktuppgifter
27 Old Gloucester St, WC1N 3AX, London, Storbritannien
- 08081686299
- support@yodelar.com
- www.yodelar.com
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Investment review
I had used Yodelar investment reports for several years and decided to look at using them to manage my investments rather than do it myself.
Supplied a very comprehensive report on my investments and explained how they would be managed in the Yodelar portfolios.
Very clear about charges.
No pressure to move to Yodelar.
The transfer went very smoothly and the Aviva platform is easy to access.
17 oktober 2022
Svar från YODELAR.COM
Dear Mr Richardson,
Thank you for your comments. They are very much appreciated.
The research and reports that we share are there as part of our education path for investors, but we are glad that you decided to come onboard as an advice client.
Our advice service is superior to our information only service, as it allows us to manage an investors risk as well as performance. Both are as important as each other when investing efficiently.
We will share your review with the relevant team members who will appreciate your comments.
Kind regards
Management Team
Good first impressions
Still in the process of transferring our investments to Yodelar but very pleased with all connection to date and hoping for lasting relationship. Clearly communicated investment advice, good systems and friendly customer service.
15 december 2022
Svar från YODELAR.COM
Dear Mr Older,
Thank you for your comments. They are very much appreciated.
Our processes and systems are very important in our ability to manage our clients investments efficiently, and we are very pleased to see that you have opted for our whole of market regulated advice service.
We will share your review with the relevant team members who will appreciate your comments.
Kind regards
Management Team
Useful Resources
Sean Deery keeps in regular touch with relevant and useful information regarding investment funds.
I’m always please to receive his courteous and invitational correspondence.
15 december 2022
Svar från YODELAR.COM
Dear Mr Russell,
Thank you for your comments. They are very much appreciated. We hope you continue to get the value from our newsletters.
We will share your review with the relevant team members who will appreciate your comments.
Kind regards
Management Team
Easy onboarding
Onboarding was very easy. A number of Teams meetings followed and the details laid out clearly enough for me to understand. I had a number of questions including some very leading ones which I was advised by others to ask, so I could get clear information I could then use for a balanced comparison. The questions were responded to clearly, and I opted to transfer my interests and trust in Yodelar's management. All transfers were open for me to view and took only a few weeks to complete. I now have online access to view fund performance whenever I choose. Too early to comment on fund performance, but happy with the process of transferring to Yodelar.
15 december 2022
Svar från YODELAR.COM
Dear Mr Adams,
Thank you for your comments. They are very much appreciated.
Our ability to communicate well with our client is of the utmost importance, so that clients feel assured they are invested efficiently during both stable and volatile markets.
All the funds you have been advised to invest in have been screened by our team to ensure you are invested efficiently, and we look forward to assist and guide you in the growth of your assets.
We are pleased to see that you found the client onboarding process to be efficient.
We will share your review with the relevant team members who will appreciate your comments.
Kind regards
Management Team
View of different portfolios under current market conditions
I can compare different portfolios wrt performance, gives a good view of the current market ups and downs as an example the environmental portfolio has been on the upturn.
So great tho get that information, not necessary to take any immediate action but been aware of the market.
2 december 2022
Svar från YODELAR.COM
Dear Mr Amiras,
Thank you for your comments. They are very much appreciated.
We will share your review with the relevant team members who will appreciate your comments.
Kind regards
Management Team
Excellent Service
From my first enquiry to when I signed up I received excellent service.At at no time was I pressured into signing any until I was happy
Excellent!!’nn
1 november 2022
Svar från YODELAR.COM
Dear Mr Harrison,
Thank you for your comments. They are very much appreciated.
We are pleased you felt our onboarding process was efficient. Dealing with investments can be a daunting matter for some, and is important that our team educate and advise clients at a pace that suit them so that clients understand when to make the right decisions.
We will share your review with the relevant team members who will appreciate your comments.
Kind regards
Management Team
Financial Research par excellence
Yodelar provides excellent support data for DIY investors. Their whole-of-market detailed and regular reports helps those critical investment decisions we have to make in a clear, robust and rational format.
8 december 2022
Svar från YODELAR.COM
Dear Rod,
Thank you for your comments. They are very much appreciated.
Our information and research is designed to give real investors the correct information needed to make informed decisions. Our performance reports are factual and completely unbiased with no influence from fund managers, or industry. 9 out of 10 investors are invested in poor performing funds that rank badly within their 'Investment Association' sector. More alarming however is that most DIY investors do not manage their asset allocation and risk management well, and both are as important as the other.
We will share your review with the relevant team members who will appreciate your comments, and we look forward to assisting you in the future.
Kind regards
Management Team
Svar från YODELAR.COM
Dear Michael,
Thank you for your comments. They are very much appreciated.
We are pleased that you see value in our service, and look forward to assisting you in the future.
Kind regards
Management Team
Why is the entry level so high
I really don’t understand why the entry level of investing with Yodelar is so high, £150,000? I wanted to invest less to see how they actually performed in practice before transferring more of my investments, a concept I think they don’t understand.
10 november 2022
Omdöme utan inbjudan
Svar från YODELAR.COM
Dear Mr Matthews,
Thank you for your comments and concerns.
The reason we have a threshold in place is due the comprehensive regulated service we offer advice clients, and the costs we incur in doing so. Our charges are lower than 75% of the industry, as our goal is to grow our clients wealth as efficiently as possible. Our processes are designed to keep costs low even though our service is so comprehensive.
We do intend to offer a non advice investment service to clients with assets under the threshold in the near future, but our advice service will continue to be our most valuable service.
Kind regards
Management Team
David and his team have been very good…
David and his team have been very good over the last year which has been difficult for all. Service and follow ups are excellent. Everything is data orientated no waffle. Would recommend d
7 juni 2022
Omdöme utan inbjudan
Svar från YODELAR.COM
Dear Mr Tomkins,
Thank you for your comments. They are very much appreciated and summarise in a few words our attitudes to investing
Our information and research is designed to give real investors the correct information needed to make informed decisions.
We will share your review with the relevant team members who will appreciate your comments, and we look forward to assisting you in the future.
Kind regards
Management Team
Best Investment advice firm I have…
Best Investment advice firm I have dealt with over the years. No problem recommending.
1 mars 2022
Omdöme utan inbjudan
Svar från YODELAR.COM
Dear Kevin,
Thank you for your comments. They are very much appreciated. Our advice service is designed to help clients optimise their investments and invest efficiently using the better fund managers.
We are unbiased and treat our clients trust with the greatest respect. We are pleased that you see the value in what we do, and how we manage our service, and we look forward in continuing to advise you into the future.
We will share your review with the relevant team members who will appreciate your comments, and we look forward to assisting you in the future.
Kind regards
Management Team
Research and communication are…
Research and communication are excellent. A solid service. In turbulent markets investor committee updates have given my wife and I a feeling of comfort. Quick responses to email, thank you
21 januari 2022
Omdöme utan inbjudan
Svar från YODELAR.COM
Dear Mr Dickson,
Thank you very much for your positive review. We have passed your positive comments back to the relevant team members assigned to you, and we very much appreciate the positive feedback.
Kind regards
Management Team
Yodelar.com
I moved my funds to Yodelar six months…
I moved my funds to Yodelar six months ago and every good thing said about the service and support is true, except that the value of my funds has declined significantly. If I moved again now I would be seriously out of pocket. Let's hope the service improves. Has anybody else had that experience?
21 januari 2022
Omdöme utan inbjudan
Svar från YODELAR.COM
Dear Sir,
After reviewing your specific case, we identified that you are currently invested in funds that continue to perform in the top 25% of their sector. This is the best scenario for a client investor.
Currently markets are very volatile, a proportion of our investors are invested in our higher risk portfolio's and will be experiencing more volatility than other clients invested in lower/ balanced risk portfolio's.
Clients that go through a detailed risk profile analysis with us and who are suitable to high risk should understand that investments can go down as well as up, and such activity will occur during market volatility. We understand that this is not ideal, and we hope that markets calm and re adjust soon.
Kind regards
Management Team
Great value for Money
Having researched several financial and investment services, my wife and I decided to engage Yodelar to invest our underperforming ISAs.
The whole process of transferring the funds to one of their investment portfolios was made easy with the assistance of the Yodelar client services manager and the consultation with the IFA appointed to advise us.
Taking into account the highly competitive fee structure and service provided, combined with the portfolio performance to date, we would not hesitate to recommend Yodelar to anyone looking to invest in the top performing investment funds.
9 augusti 2021
Omdöme utan inbjudan
Svar från YODELAR.COM
Dear Mr Petersen,
8% of investment funds perform well, and our team go to great efforts to ensure that our clients are invested efficiently within their suitable risk profile. We have passed your positive comments back to the relevant team members and we very much appreciate the positive feedback.
Kind regards
Management Team
Yodelar.com
It’s a minefield and the advisers at…
It’s a minefield and the advisers at Yodelar make it simple and common sense I am grateful for the service
7 juli 2021
Omdöme utan inbjudan
Svar från YODELAR.COM
Hi Bill & Jan,
Thank you very much for your positive review. We have passed your positive comments back to the relevant team members assigned to you, and we very much appreciate the positive feedback.
Kind regards
Management Team
Yodelar.com
Happy to give a positive review
Happy to give a positive review. I would recommend the Yodelar advice team to friends and family. Clear advice and excellent follow up.
17 juni 2021
Omdöme utan inbjudan
Svar från YODELAR.COM
Your positive feedback is very much appreciated.
Kind regards
Management Team
Yodelar.com
The monthly review of Investment Trusts…
The monthly review of Investment Trusts is an invaluable tool for my money management. Thanks, Yodelar
24 maj 2021
Omdöme utan inbjudan
Svar från YODELAR.COM
Dear Mr Pressland,
Thank you so much for your positive review and feedback. It is very much appreciated.
kind regards
Management Team
Yodelar.com
Super service
Super service. I recently moved to Yodelar from Fishers. Fishers managed my pension for over 6 years, and did do well, but once signed I had to deal with an adviser in the U.S. which I never really liked. At yodelar I have a dedicated UK adviser, as well as a client manager who is lovely and a great help. Yodelar set me up with an account with Aviva and moved my funds from Fisher to Aviva. Fishers had one main fund really, but Yodelar have access to all funds, and their fees are reasonable. The only negative I would say about Yodelar is they have a minimum amount to invest, I tried to get my daughter to move her work pension but they were not able to take her as a client. The quarterly updates are very good, and show me how well my funds compare to other funds. My daughter has also been using these so that is helpful. I liked the initial review with no commitment on my part. Would highly recommend.
3 maj 2021
Omdöme utan inbjudan
Svar från YODELAR.COM
Dear Mrs O'Hagan
Risk management and diversification is a big part of investing efficiently, we appreciate the fact you have seen value in our processes and service.
We set a minimum investment amount to ensure our client fee at least meets the cost of our service.
We want to ensure our service remains comprehensive, including quarterly performance updates, risk assessment and rebalance reviews every 6 months, a full financial planning review on an annual basis, and a high level and responsive day to day customer services.
Thank you so much for taking the time and completing this positive review.
Kind regards
Management Team
Yodelar.com
Transparent charges and excellent…
Transparent charges and excellent service. The quarterly performance updates are very good, and save me lots of time.
1 maj 2021
Omdöme utan inbjudan
Svar från YODELAR.COM
Dear Mr Pond,
Thank you for completing this positive review. The purpose of our quarterly performance updates are to let you know as the investor how efficiently you are investing. One of the biggest problems investors have across the UK is they are unsure if they are invested efficiently (we see this more with pension investors). Our quarterly updates have been designed to solve this problem. We receive more positive feedback on our quarterly updates from live clients than any other aspect of our service. It is great to see you recognise the value.
Kind regards
Management Team
Yodelar.com
I am most impressed with Yodelar and…
I am most impressed with Yodelar and their information. I personally got lots of value from the free analysis they offer and was able to strengthen my portfolio as a result.
19 februari 2021
Omdöme utan inbjudan
Svar från YODELAR.COM
Dear Paul
Many Thanks for your kind review
We appreciate the positive comments and feedback.
Kind regards
Management Team
Yodelar.com
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