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Patrick Hourmant

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Review of the Moneyfarm, Stocks and Shares ISA:

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Excellent value for money and customer service

Since joining Moneyfarm in 2016, not only has the value of my stocks and shares ISA increased, but the customer service has also been exceptional. When I requested a meeting with one of my portfolio advisors, I was able to meet them face-to-face. My current advisor has gone above and beyond by presenting various retirement scenarios, showing how much money I could expect to have once I retire. He even researched whether ISAs are tax-free in other countries (they are not!) and explained how pension pots are taxed. Thanks to this information, I decided to transfer my ISA product from another provider entirely to Moneyfarm, which also helped me lower my management costs. Reviewed on: 16th January 2025

Review of the Moneyfarm, General Investment Account:

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Top satisfaction

I'm really satisfied with Moneyfarm thanks to whom I have been able to grow my money very well. I have been three times to Moneyfarm's offices and have always been met by friendliness. The updates and webinars are informative and numerous. Well done! Reviewed on: 10th January 2022

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