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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 4 out of 5 stars

Investment experience

I found ukmoneysite.com a very useful website and the contact by phone and email was excellent.
They were prepared to give the extra effort to satisfy ones queries or concerns.

September 16, 2016
Unprompted review
Rated 5 out of 5 stars

Top Class Service, but devasted to learn how bad my investment funds are!!

These guys are fantastic, and really know investment funds. I completed the free fund review, to find that I am 'factually' invested in absolutely terrible funds. It turns out that the adviser I have been using for 12 years does not know fund performance at all. I showed him the report, and his reply confirmed he does not have a clue when faced with factual information...to be continued...

September 15, 2016
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Dear Colin,

Thank you for your positive feedback. We hope that you have now been placed on the best path to maximise your investment returns. Please revert back to us in the future should you need further assistance.

Kind regards

Customer Experience Team
www.ukmoneysite.com

Rated 4 out of 5 stars

Useful and helpful

From my experience I was given useful guidance and advice, without any element of pushy sales. Hopefully the FA recommended will be worth his weight in gold.

September 15, 2016
Unprompted review
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Rated 5 out of 5 stars

Excellent service

Sean deery of uk money site has been of great help and guided me to a financial advisor of whom we are expecting good returns on any investments.very helpful
Js

September 13, 2016
Unprompted review
Rated 5 out of 5 stars

portfolio review

As an independent investor i was concerned that my portfolio was not performing to its best. Sean at ukmoneysite provided a free analysis of my current holdings highlighting that some of my holdings were performing poorly and much worse than i had anticipated. He subsequently offered some further free advise on asset allocation and recommended a totally independent financial advisor to improve my current situation.
i would highly recommend utilising this free service.

September 8, 2016
Unprompted review
Rated 5 out of 5 stars

Inspiring

I contacted ukmoneysite for an independent look at my portfolio and was shocked to see how poorly it was performing and also what a high management cost I had on some funds. This came only a couple of years aafter a full review by an IFA.
ukmoneysite analyses huge amounts of data and has no stake itself in recommending any particular fund, they are truly independent.

September 8, 2016
Unprompted review
Rated 5 out of 5 stars

Personal Fund Portfolio Review - September 2016

I used the ukmoneysite.com fund portfolio review service in September 2016 and found the company to be very responsive, professional and helpful.

The information I received was clear easy to understand and unbiased.

If you are a private investor looking for someone to give you feedback on the quality, performance and volatility of your fund portfolio I have no hesitation in recommending ukmoneysite.com.

September 5, 2016
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Thank you Martin for your kind summary. It was a pleasure to assist.

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Rated 5 out of 5 stars

From pessimism to optimism

I have a portfolio of managed funds that is performing poorly. My question to Sean Deery of ukmoneysite.com was 'Can I do better than this?'. His analysis of my portfolio showed that its performance was in the lower 50 percentile of similar managed funds, and he reassured me that I cerainly could do better than that. He provided me with data that showed that there are significantly better opportunities 'out there', and has introduced me to an Independent Financial Adviser who I will be meeting shortly. I feel that Sean Deery has lifted a weight from my shoulders and has given me confidence for the future.

August 3, 2016
Unprompted review
Rated 5 out of 5 stars

Great service

I entrusted ukmoneysite to perform a pension review on a fund that I have held for a number of years to evaluate its performance. There was a quick turnaround from the team on this request, the report provided was insightful and informative. They have put me in touch with a new broker, who hopefully will be able to improve the performance of my fund for retirement.

August 1, 2016
Unprompted review
Rated 5 out of 5 stars

Excellent service

I am currently living in France with some investments still in the UK. ukmoneysite.com analysed the investments and provided a free report showing how poorly performing they were. They have since referred me to an excellent adviser able to deal with my particular needs. I would highly recommend their service.

July 18, 2016
Unprompted review
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Rated 5 out of 5 stars

Great

Great service

July 15, 2016
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Dear Customer,

Thank you for the positive review.

Kind regards

Management Team
www.ukmoneysite.com

Rated 5 out of 5 stars

Fantastic

Best data service available to any UK investor. I have become a fund expert, based on factual information.

July 15, 2016
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Dear Customer,

Thank you for the positive review.

Kind regards

Management Team
www.ukmoneysite.com

Rated 5 out of 5 stars

Great service from ukmoneysite!

Thank you for the report and help. Great people, excellent service. Highly recommended. P. McCourt

July 15, 2016
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Dear Customer,

Thank you for the positive review.

Kind regards

Management Team
www.ukmoneysite.com

Rated 5 out of 5 stars

Fantastic Service - wish I had of used them years ago

I was referred to ukmoneysite from a family friend. I had a brief conversation, sent me pension and ISA fund information and received a free review on my funds - obviously skeptical when I get anything for free - but the report was excellent but alarming. Most of my funds were in the worst 50% of performers. My so called adviser was replaced immediately, and I have also subscribed to their data service to keep an watchful eye on our investment fund choice.

July 6, 2016
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Dear Customer

Thank you for your positive feedback, and we hope our service continues to be of value to you and your portfolio.

Kind regards

Management Team
www.ukmoneysite.com

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Rated 5 out of 5 stars

Excellent service

I have already e-mailed Sean my appreciation and thanks, prior to filling in this review.

June 9, 2016
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Hello Stephen,

We really appreciate the positive rating.

Kind regards

Management Team
www.ukmoneysite.com

Rated 5 out of 5 stars

Thank you so much

A really insightful conversation with Sean - thanks to which I now have a better understanding of the issues.

June 8, 2016
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Thank you David for your feedback, we will pass this to the relevant team members.

Kind regards

Management Team
www.ukmoneysite.com

Rated 5 out of 5 stars

Very Helpful

This was a very positive experience for me. I would like to thank all staff for their hard work, friendliness and professionalism.

The review was enlightening and the follow-up email and telephone conversations informative and helpful.

Thanks to ukmoneysite, I have taken a new direction.

June 2, 2016
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Thank you for your feedback, we really appreciate the positive feedback.

Kind regards

Management Team
www.ukmoneysite.com

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