YODELAR.COM Omdömen 188

Friendly and helpful introduction- shared useful information which prompted me to look differently at some of the portfolio. Referred to an IFA but not located where I wanted and did not work out - but no friction at all.

I got ukmoneysite to review my current investment portfolio, they provided their analysis within 48 hours and it was extremely informative ,providing a comparison with benchmark and best performance , together with information regarding hidden fee charges . I have now put a proportion with an alternative wealth management company , the rest will follow in six months !
Anyone with any investments in equities, bonds etc should use this company's expertise . Information is power .All Wealth Managers are robbers just try and ensure that yours is D-ck Turpin .

We needed to get an independent review of our investments managed by a national Wealth Management company. As these funds are not "whole of market" but company funds run by their chosen reputable fund managers I found it difficult to analyse their performance by myself and was relying too much on the company's own performance data. Ukmoneysite quickly and clearly gave me their summary of the funds which has sounded alarm bells. Their summary was detailed and easily understood and the emails and phone calls very helpful. In our case the option was for them to introduce me to an IFA of their choice which I have now done and we await the outcome. Whatever we do with investments in the future it has been a very worthwhile experience contacting ukmoneysite.

I received a comprehensive free of charge investment portfolio analysis from the UKMoneySite team which was extremely enlightening and useful. I also then received very helpful assistance and guidance from them in sourcing an alternative investment management consultant and was put in direct contact with him in order to set up a meeting to discuss my requirements. My thanks to the UKMoneySite team for a job well done!

Fast and efficient, very professional , no issues, many thanks

A good experience

The senior advisor Sean took time to understand my needs and only reccommended solutions that were relevant, affordable and most importantly proportionate to me overall investment portfolio size.

My wife and I are reviewing our savings options and looking to minimise the exposure of our estates to IHT. We had been through a thorough process with a financial advisor (not an IFA). When his report arrived, it seemed to us that his recommendations as to strategy seemed sensible. However, after doing some due diligence on the specific funds he recommended, we had concerns. UKMoneySite's recent report on the performance of St James's Place funds and their levels of charges was a real eye opener.
UKMS contacted us and offered a review of our present investments which was also an eye opener. We intend to consult with an IFA introduced by UKMS.
They have helped us to avoid an expensive mistake. We are optimistic that they will help us to make good decisions for our financial future. With luck, they won't be so good for the Treasury.

Excellent detailed report and great advice from Sean and the team, would thoroughly recommend. Thanks again

I found the report very illuminating and easy to follow. Illustrated very clearly where improvements may be made. Thank you.

This was a very detailed review of my fund performance over the past five years...with some alarming conclusions. Based on the facts and a number of follow up telephone discussions with various options outlined, I was able to decide on a new fund manager with whom I am very happy.
This was a free, no obligation service, highly recommended.

I just had a conplimentary portfolio analysis by ukmoneysite. This was free of charge, produced in just a few days, and the information provided was fantastic. Very simple to understand and gave a great representation of the performance of my pension portfolio. I was blown away by it !! If you have a large pension portfolio, try it !! Nothing to lose and a lot to gain !!

Received a great service from Sean and team and would have no hesitation in recommending them to anyone. And my investments are even starting to grow!
Thanks again, Mark

I started a pension several years ago with a well known brand. When ukmoneysite completed their free review on my pension I found that over 50% of my pension was invested in badly performing funds. Anyone with money invested should make use of their free portfolio analysis. I have now been referred to another adviser that only advises on the best performing funds. I also understand investing a lot more.

A brilliant service all round.

I have been investing for 23 years but if i'm honest I never really knew how well my investments were doing. Yes, they were growing in value, but I never knew if they were doing as well as they could. I was referred to ukmoneysite by a friend and spoke to Gina, who couldn't have been more helpful. Initially I was put off by the £595 subscription charge but Gina genuinely wanted to help and never once pushed me towards subscribing. She arranged for an unbiased review of my investment and pension portfolio. I received my review within 3 days and found it a real education. I knew exactly how my funds performed in comparison to other funds and I uncovered that over 73% of my investments were actually under-performing. With the help of Gina I have moved to an award winning adviser who has made sure I only invest in the best funds. I genuinely cannot recommend ukmoneysites portfolio review service enough.

Great information and great service..

Like previous reviewers I was very taken aback to discover how poorly some of my funds were performing and what is possible. Shaun was very able to explain and answer the questions I had, and I am now in a position of deciding what best steps to take to greatly improve my position. And the detailed assessment provided was totally free and and an easy process.

The portfolio analysis really opened my eyes to the comparative performance of funds I had invested via a major fund supermarket. It gave me the information to identify the poor performing funds and make the necessary changes to my portfolio. Shaun Thompson the adviser who helped me was very personable and delivered exactly what he said he would.