YODELAR.COM Anmeldelser 

188
TrustScore 4.5 av 5

4,3

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Se hva andre synes

Vurdert til 1 av 5 stjerner

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... Vis mer

Vurdert til 5 av 5 stjerner

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... Vis mer

Selskapet har svart

Vurdert til 5 av 5 stjerner

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... Vis mer

Selskapet har svart

Vurdert til 5 av 5 stjerner

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.... Vis mer

Informasjon om virksomheten

  1. Investeringstjeneste
  2. Finanskonsulent
  3. Økonomirådgiver

Skrevet av virksomheten

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!


Kontaktopplysninger

4,3

Enestående

TrustScore 4.5 av 5

188 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

Ingen tidligere historie av å be om anmeldelser

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4,3

Alle anmeldelser

(188)

1 anmeldelse i de siste 12 månedene

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Vurdert til 5 av 5 stjerner

YODELAR REVIEW from Stephen Pitts

YODELAR REVIEW from Stephen Pitts
As an independent (DIY) investor, I always refer to the Yodelar website for up to date information
on the investment market. Their published articles and reports give a clear picture of a wide range
of funds and fund managers. They are well researched, accurate and reliable. This information
makes it possible to make sensible investment choices, and I have found this invaluable when
deciding which funds to buy, sell or retain. The facts are clearly laid out in Yodelar's fund performance
tables, and it is then a straightforward task to make the required portfolio changes with confidence.

Thank you Yodelar !

10. september 2024
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

I have been dealing with this Company…

I have been dealing with this Company over the past eighteen months and thus far have found them to be efficient and professional in their services.
Thank you.

23. september 2024
Anmeldelse skrevet uten oppfordring
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Svar fra YODELAR.COM

Dear Mr Foley

Thank you very much for your positive feedback. Rest assured we will pass your positive comments back to the relevant colleagues who advise and manage your account here at Yodelar.

Kind regards

Yodelar Management Team

Vurdert til 5 av 5 stjerner

I have received a great level of service

I have consistently received a great level of service from the Yodelar team. I really like the transparency, you can see the financial performance of your funds at any time through their app, instead of waiting for quarterly statements, which was my experience with another company. With Yodelar the advice given is friendly and very professional, I would recommend their services.

30. august 2024
Vurdert til 5 av 5 stjerner

Excellent Experience.

Their Investment Magazines always contain in depth and well researched content that I find helpful not only in my professional life but also personally. The reports they produce are very detailed and insightful giving detailed information that is easy to understand. When dealing with their staff I have found them knowledgably, helpful and very courteous. I would not hesitate to recommend them.

2. september 2024
Vurdert til 5 av 5 stjerner

So Far, So Good!

Following 25yr managing my own fund based investments, I hit the buffers. Eventually, I turned to Yodelar to blend my high risk, ESG, global and US primary interests + a whole lot of other vehicles!
To date, I have found their customer service and investment advice/performance to be most satisfactory.

12. april 2024
Anmeldelse skrevet uten oppfordring
Vurdert til 5 av 5 stjerner

Perserverance Appreciated

I had issues with the length of time it took moving from St James's Place to Yodelar. The Team at Yodelar went above and beyond to help me. I also got my exit penalties reduced under their direction and advise. Their perserverance in helping with my case was outstanding.

24. februar 2024
Vurdert til 5 av 5 stjerner

They have a high standard of fund…

They have a high standard of fund knowledge and financial advice coupled with good communication and customer service. I would have no problem recommending Yodelar. Thank you

8. januar 2024
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Svar fra YODELAR.COM

Dear Sue

Thank you for your positive feedback we shall pass to the relevant team members,

Kind regards

Yodelar Management Team.

Vurdert til 5 av 5 stjerner

I am a retired IFA and use Yodelar for…

I am a retired IFA and use Yodelar for their information services only. If you need advice I would have no problem encouraging investors to give them a try. They go to an enormous amount of effort to know which funds perform and which do not, even at the dismay of some large industry players.

28. november 2023
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Svar fra YODELAR.COM

Dear Gerry

Thank you for your positive feedback we shall pass to the relevant team members,

Kind regards

Yodelar Management Team.

Vurdert til 5 av 5 stjerner

Eventually I got my pension away from…

Eventually I got my pension away from st James splace and the team at Yodelar were very helpful and courteous during a stressful time my brother in law recommended them and my investments have done well in the time I was with them.

27. november 2023
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Svar fra YODELAR.COM

Dear Marion,

Unfortunately when moving clients funds from another provider we are at the mercy of their service and response times. Thank you for your positive feedback and ongoing support.We shall pass to the relevant team members.

Kind regards

Yodelar Management Team.

Vurdert til 5 av 5 stjerner

The quality of data and customer…

The quality of data and customer support provided by Yodelar is exceptional. Transitioning from our previous financial adviser two years ago has proven to be a decision without regrets. Yodelar send insightful reports every two months demonstrating our funds ranking. Transparent and valuable during rocky markets. We are pleased we moved and confident going forward.

27. november 2023
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Svar fra YODELAR.COM

Dear Sir

Thank you for your positive feedback we shall pass to the relevant team members,

Kind regards

Yodelar Management Team.

Vurdert til 5 av 5 stjerner

Excellent transparent advice service

Excellent transparent advice service. Data driven recommendations which we prefe much more.

12. september 2023
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Svar fra YODELAR.COM

Dear Investor

Thank you for your positive feedback. We are pleased you appreciate our research and and advice. We will pass your comments on to the team.

Kind regards

Yodelar Management Team

Vurdert til 5 av 5 stjerner

Good advice

Good advice, diligent service and very happy to give a positive review.

11. september 2023
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Svar fra YODELAR.COM

Dear Sir

Thank you for your positive feedback, we will pass your comments on to the relevant team members.

Kind regards

Yodelar Management Team

Vurdert til 5 av 5 stjerner

During difficult investment times

During difficult investment times, they have managed to keep our returns well above the MSCI index, their focus on using fund managers that have a good track record and outlook in their sector pays off. We regularly compare our previous investments with St James’s Place, and are so pleased we made the change. Every quarter we receive a report showing the ranking of the funds against all same sector funds, and this is invaluable, especially during markets of late. Very transparent, excellent communication/reporting and customer service.

5. september 2023
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Svar fra YODELAR.COM

Dear Client

Thank you for your positive review. We will pass this to the relevant team members.

Kind regards

Yodelar Management Team

Vurdert til 5 av 5 stjerner

Invested with Yodlear 3 years ago

Invested with Yodlear 3 years ago, and while markets have been rocky over the this time, I find their service and advice to be of the highest standards. I have recommended Yodlear to 2 of my family members who are also very happy.

4. september 2023
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Svar fra YODELAR.COM

Dear Client

Thank you for your positive review. We will pass this to the relevant team members.

Kind regards

Yodelar Management Team

Vurdert til 4 av 5 stjerner

Gradually improving fund performance

Having been with SJP for 26 years I became frustrated with the lack of proactive fund re-balancing changes to my investments which saw the value of my pension and ISAs fall.
Having researched I chose to transfer over to Yodelar. Yodelar point out that they have access to over 85,000 funds (many more than SJP) and use a traffic light system to identify good and poor performing funds so they can re-balance the fund mix accordingly. I was very hopeful....
On the plus side I have a great Account management team who are very supportive and informative, always available and respond quickly.
On the fund performance side one year in very little growth thus far regrettably reflecting in a limited drawdown, pension only 2% growth and ISA slight loss as I write. Things are on the up over the last few months so hope this continues.

29. august 2023
Anmeldelse skrevet uten oppfordring
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Svar fra YODELAR.COM

Dear Sir,

Thank you for taking the time to complete a review. We have investigated this in detail.

Our team completed a full analysis of your investments prior to you completing your review, and demonstrated in detail how your portfolio has done in comparison to other options.

We do not regard being invested for 6 months as a reasonable time to assess the quality of investments, during exceptionally volatile markets.

After being poorly invested for 26 years with St James’s Place in their restricted model, we appreciate your frustration. However, we have highlighted to you that you continue to be invested in top quartile funds, funds that are ranked in the top 25% of their sector, and that you have performed better than indexes, and your previous SJP portfolio since becoming a client, even during volatile market conditions.

Kind regards

Yodelar Management Team

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