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All reviews (9)

Review of the J.P. Morgan Personal Investing (formerly Nutmeg), Stocks and shares ISA:

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Transparent yet Expensive for what services are offered

It is an interesting investment account. I guess the slight issue are the costs. At a total annual cost of 1% of assets this is rather high for a robo advisor without personal finance advice. What I really like is the transparency with which they advice on fees and total costs. Other investment providers should follow nutmeg. Reviewed on: 26th February 2024

Review of the InvestEngine, Investment platform:

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Cost effective and simple

Account opening was very easy and straight forward. There have not been any ,major issues in operating the investment account. The only slight concern is the settling date. I had once an transaction where it took nearly 2 months until the deal was settled. During those two months I was not able to rebalance the account. My concern is a little bit that there are more and more ETFs being added to the platform. The initial attraction for me was that there was a limited number of ETFs at very reasonable costs. This makes investing simple as choice has been straight forward. More ETFs means more confusion regarding choosing the right investment and potential that costs will increase over time. I'm a firm believer in the KISS principle. Reviewed on: 5th February 2024

Review of the InvestEngine, Investment platform:

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Very informative and transparent

I like the InvestEngine Platform as it can be handled intuitively & offers an excellent and comprehensive selection of ETF. Very satisfied so far with my experience in opening an ISA account with them. Reviewed on: 18th March 2023

Review of the RCI Bank, Freedom Savings Account:

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A good online easy access acccount

A good online easy access acccount. It was reasonably easy to set up. The User Interface is intuitive and easy to manage. However, some key information is not at obvious places like how to transfer money, how to access money in the account. It would be good to review how information is provided in a better and more obvious accessible fashion. Reviewed on: 19th January 2022

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