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Name: Huw Morgan

Most Recent Reviews (2/2)

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Simple, helpful, competetive and a one-stop shop for achieving financial success.

Was unsure on the best way of saving for a mortgage but moneybox provided both the detailed information on the financial side of things as well as providing concise, simple advice in order to aid understanding and improve decision making. Furthermore, the competetive rates and wide-range of options on how to invest/save money, coupled with the advice and informaiton provides an all-round great tool to aid in wealth creation and achievment of financial goals. Reviewed on: 2nd February 2023

Easy to understand, educates and encourages.

The Moneybox app is very easy to use and with all the advice they give in monthly newsletters, and occasional tips as well as an information page it really does educate people on their options and the best way for them to save their money. They are completely transparent and detail exactly what each account does and why it would be useful. With it being on the app platform it is more accessible for the younger generation who maybe need more encouragement to save and if they start to save earlier in their life will benefit them in the llong run. The lifetime ISA is probbaly the most valuable account I have seen, allowing people the option ot buy their first home. The explanaation they give for the stocks and shares ISA also educates people in the stock market and that the idea is not for cold and fast cahs but to leave your investment and watch it grow. It teaches patience and allows people to more safely invest their money. Overall I would say that Moneybox is pioneering the way fro banking and investment. It is easy to use, easily accesible and educates and supports. It makes savings and investment seem easy and is appropriate for all experience levels and skill sets. Reviewed on: 15th March 2021