Yodelar Reviews

Great research and information on

Great research and information on investing

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

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 happyExcellent nn

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

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

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

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

No regrets at all at the move to Yodelar

In turbulent market conditions I knew I had to re-consider my choice of advised investment platform in order to make the most of difficult conditions I needed to reduce advice fees and gain access to best possible performing funds Yodelar gained my attention through their diligent analysis of most of market fund performance and when looking at their advice offering it quickly became clear that they could provide the platform I was looking for Transition to Yodelar has been smooth and their support team have been efficient helpful and professional Investment advice is well pitched as informed rather than the clumsy approach by others to be your best friend It is too early to review fund performance but I would be surprised if the move does not save me at least 1 on fees