Investeo Reviews 

14
•
TrustScore 2 out of 5

1.9

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Company details

  1. Financial Planner

Information provided by various external sources

The easy way to take control of your money and transform your future. It's personal finance, simplified.


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1.9

Poor

TrustScore 2 out of 5

14 reviews

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1.9

All reviews

(14)

1 review in the last 12 months

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Rated 5 out of 5 stars

Great guide and customer service

The guide provided by Jack provided a lot of value for me even having worked in the financial services industry. The guide is a great tool to help analyse your own financial habits but also a tool which provides the steps you can take to improve your financial circumstances.

The donation of a portion of profits to MyBNK, a charity which helps to financially educate young people in the UK also shows that Investeo are trying to make a difference to people’s lives by empowering them financially from a young age.

It’s also great that this experience doesn’t start and finish with the guide. There is the option for a continued interaction throughout your financial journey through social media groups and extra knowledge sharing.

The guide is filled with great tips which can help to set you up for your future.

February 23, 2021
Unprompted review
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Rated 5 out of 5 stars

Best Finance E-Book I've read

Many of the financial guidance books i have read give very generic advice and hardly any usable content for a young professional in real life, with Investeo the information & guidance allows you to take real actionable steps to improve your financial situation, in all areas.

I couldn't recommend this more..

November 25, 2020
Rated 5 out of 5 stars

Simple, Accessible, Affordable

Simple, accessible, informative and best of all affordable financial advice. This guide has genuinely helped me create a personal financial strategy which has eased financial worries and helped me start investing

November 18, 2020
Rated 5 out of 5 stars

Very useful guide

Very useful guide. I read it over the summer and it really helped me adjust a few things regarding my personal finances. I feel more on top of my money and more in control.

It is also quite accessible even if you don’t have a background in Finance.

November 18, 2020
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Rated 5 out of 5 stars

Great content and really helped me sort…

Great content and really helped me sort out my finances. Highlighted areas that I didn't even realise needing sorting and was great help in the areas I knew could do with work. Quickly pays for itself and now that nagging feeling I get about sorting my money out has disappeared. Would highly recommend.

July 21, 2020
Unprompted review
Rated 5 out of 5 stars

Investeo - Trustworthy Financial Planning

Investeo is an excellent financial planning tool to help you take on difficult investment and saving decisions. Whatever your objective, whether that be, save for a house, full proof your savings, begin to manage your pension or get a better return on your money. Investeo provides the guide you need. The guide makes difficult topics digestible and empowers the reader to take control of often convoluted and jargon based areas. It really feels as though you can get a good handle on your investments if you follow this guide and I can’t recommend this enough. It’s applicable to any age and would be a great gift to a young family member or friend. It’s equally useful for those looking to get their finances into order. If you’re looking for a guide to take more financial control, this is for you. Jack and team are very responsive and customer service is second to none.

July 15, 2020
Unprompted review
Rated 5 out of 5 stars

Made personal finance a lot less daunting for me

I find personal finance quite daunting. I always feel like i'm getting a bad deal or I'm not saving in the right way so end up ignoring it completely. Banks and comparison sites are always trying to sell you things you don't need and guides are always biased to the companies they get the biggest kickback from.

This guide is absolutely brilliant for me, it breaks down so many different aspects of personal finance into well explained chunks. I'm not being sold any extra credit cards or loan insurance, just fantastic impartial explanantions that have made personal finance a lot less daunting for me.

July 15, 2020
Unprompted review
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Reply from Investeo

Thanks for your nice words Charlie. We pride ourselves on offering a balanced view of how to take control of your money.

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Rated 5 out of 5 stars

Superb guide

Superb guide and great customer service.

July 14, 2020
Unprompted review
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Reply from Investeo

Thanks for your review!

Rated 5 out of 5 stars

Super informative guide

Flows well, easy to follow. Great to put everything in one place in a concise format. Really useful tool for life

July 13, 2020
Unprompted review
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Reply from Investeo

Thank you for your feedback!

Rated 5 out of 5 stars

Very informative, easy to follow guide

Found investeo’s guide really useful when assessing my personal finances. It encouraged positive and worthwhile conversations with my partner on planning for the future with aid from a simple and effective budgeting guide. The section on investments and pensions really broadened my understanding of these areas and encouraged me to take a more hands on approach to managing my money.

July 13, 2020
Unprompted review
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Reply from Investeo

Thank you - we’re glad you’ve found the guide useful!

Rated 5 out of 5 stars

Great product

Investor offers a ton of great information beautifully packaged. The stuff I learned gave me the confidence to invest in myself.

July 13, 2020
Unprompted review
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Reply from Investeo

Thank you for your feedback! Really happy to hear this.

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