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Penny Allen

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All reviews (4)

Review of the Moneyfarm, General Investment Account:

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Value for money, regular reviews of investments, cle...

Value for money, regular reviews of investments, clear advice. Reviewed on: 20th February 2025

Review of the Moneyfarm, Stocks and Shares ISA:

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Excellent at rearranging and managing portfolio.

Excellent at rearranging and managing portfolio. Very good at updating reports. Excellent value for money. Reviewed on: 14th January 2025

Review of the Wealthify, Ethical Investment Plans:

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Good returns on sustainable investment with excellent communications

Opened this a year ago and very pleased with the app, the communications, the detail easily available and the returns. Also the cash back return. Reviewed on: 17th January 2022

Review of the Travel Insurance Saver, Travel Insurance:

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Good answer to travel insurance at a reasonable price.

Pleased with the quote and the way it was organised. Covered the right priorities at the time. Reviewed on: 24th August 2020

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