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Rated 1 out of 5 stars

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... See more

Rated 5 out of 5 stars

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... See more

Company replied

Rated 5 out of 5 stars

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... See more

Company replied

Rated 5 out of 5 stars

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.... See more

Company details

  1. Investment Service
  2. Financial Consultant
  3. Financial Planner

Written by the company

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!


Contact info

4.3

Excellent

TrustScore 4.5 out of 5

188 reviews

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Hasn’t replied to negative reviews

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Rated 5 out of 5 stars

Investor updates

This is a must read for any investor. I have never seen as much information in the one place and it is well illustrated. I now use it continually to upgrade my investments

September 11, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

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Rated 5 out of 5 stars

Review report.

It was good to talk to Sean the other day he is so genuine with his attitude and impartiality offering excellent advice and together with Yodelar’s monthly news letters provides down to earth help.

September 11, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

Yodelar investment magazine and fund…

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 portfolio. The best part ? It is independent advice! A great research resource. You need further advice ? Talk to Sean. He will steer you in the right direction and will put in contact with the appropriate people.

September 11, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

This publication gives a more detailed…

This publication gives a more detailed insight to why certain portfolios fail and shows with great investigation and sensible managing increased value of your financing can be achieved

September 10, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review Mr Waldron

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

The magazine

The magazine, fund analysis and ratings are a tremendous resource for the investor. Sean and his colleagues are very genuine, non-pushy and transparent in their communication. I have found them generous and forthcoming with their time and advice. Recommended.

September 10, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review Mr Kalisch

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

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Rated 5 out of 5 stars

Retired IFA and Adviser of 50 yrs

As a retired IFA I was a little cautious about requesting a copy fund report from Yodelar but it turned out to be a very detailed and well written document. I was then sent an even better report subsequently and their online approach has been gentle and non-pushy.
This appears to be a professionally run organisation and could be well be worth looking at if you have limited experience and wish to learn as well as seeking advice should you need it

September 10, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

Yodelar Investment Magazine

excellent read, the articles are well written & informative..if your a fund junky like me then the tables are a great way to narrow down the market & help with selection..

September 10, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

An informative read

The Yodelar Investment Magazine and league table have given us some very useful information about the performance of fund managers. This insight makes us better prepared for a financial review due in the next couple of weeks.

September 10, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

Yodelar Fund Ratings

I found the Yodelar fund ratings and return information extremely helpful in assessing my own portfolio. The articles in the monthly magazine were also interesting and informative.

September 10, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

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Rated 5 out of 5 stars

The tables in the Mag are so useful

The tables in the Mag are so useful. The articles are good too - and relevant. An excellent tool.

September 10, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

Yodelar Investment Magazine

I have found that the Yodelar Investment Magazine provides excellent reviews of a variety of funds and managers. The fully detailed performance ratings of top funds and ranking of others, with a wide coverage of market sectors is exceptionally useful. Looking forward to reading in the future.

September 10, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

As a research resource

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 in Allianz Strategic Bond and it's showing a loss since I went in (early July) of about 2%. I thought about coming out but then checked the latest Yodelar report and the fund is a 1-1-2 in its sector. That convinced me to stay put. Hope I'm right!!

September 10, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

Thank you so much for all your help and…

Thank you so much for all your help and the attention given during Covid. Very nice to deal with and a superb service. Verena

August 28, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

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Rated 5 out of 5 stars

Great information and a speedy service

Great information and a speedy service. Would recommend to my friends and family.

August 21, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

Moved several pensions into the one…

Moved several pensions into the one after completing a free performance review. Took some time to move the funds across from existing providers, but communication was very good. I look forwad to investing more proactively. Thank you for your help so far

August 21, 2020
Unprompted review
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Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

Objective advice, clear communication

I approached Yodelar after looking around at various options for managing my combined savings. I was reluctant to put all the money with one investment firm (e.g. Vanguard, Fidelity) and didn't want to be tied into only being able to invest with one firm's products (e.g. SJP). I found the discussions with Sean very useful and the analysis of my then savings/investments particularly informative. Follow up conversations with other members of the team have been helpful, fair and useful. I've subsequently invested money with Yodelar and have recommended them to friends.

July 20, 2020
Unprompted review
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Reply from YODELAR.COM

Dear Sir / Madam

We appreciate the positive feedback and the referrals.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

Good advice

Good advice, good service. I like the way they report how good the funds we are invested in are performing compared to similar funds. My only criticism would be how long it took to transfer our investments from our previous adviser.

July 12, 2020
Unprompted review
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Reply from YODELAR.COM

Dear Kelly

Many Thanks for your kind words. I have looked into your case, and can confirm excessive delays were experienced due to your previous provider. We look forward to providing you a more efficient service moving forward.

Kindest regards

Management Team
Yodelar.com

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Rated 5 out of 5 stars

Helpful even though I didn't have a portfolio they would consider managing.

I was doing come background research on investment options having been introduced to St James's Place and wanted to get an idea of vfm and do some benchmarking. I stumbled on Yodelar and their review of SJP was very useful. I registered for a 7 day free trial and made an appointment for a chat with Sean. This was done the next day and although I don't have enough capital for them to help me he was very courteous and helpful in the general advice that he provided me and the recommedations he made for further research.

July 10, 2020
Unprompted review
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Reply from YODELAR.COM

Dear Tom,

Thank you for your positive feedback.

Management Team
Yodelar.com

Rated 1 out of 5 stars

Unbalanced comparison reports

I read some of the fund comparison reports for my own portfolio. If you have any investment knowledge it becomes apparent fairly quickly that the reports are not fair comparisons and designed to make you engage with them for a 'free review'.

July 6, 2020
Unprompted review
Rated 5 out of 5 stars

I continue to receive a superb service…

I continue to receive a superb service from Yodelar, and have recommended them to several friends. I am doing better with Yodelar that I have ever done before. The research that goes into their recommendations, and the way the level of communication is very good. Highly recommend.

May 22, 2020
Unprompted review

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