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Jake Mathieson

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Review of the Chase Bank, Current account:

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Traveling/saving - best rates - seamless transactions

As a frequently traveller, using chase has been key for me. Seamless transactions wherever I am in the world and great rates. Whether this be digital payment systems or drawing cash out, the fee free transactions are an absolute winner. With instant notifications and a clean and simple app I can easily keep on track of my spends and conversion rates. After using the customer service chat system. I can say it is second to none, quick response and thorough help and information 24/7. I would highly recommend to anyone in a similar position to me or looking for a bank with good interest rates on savings too, with easy transactions between accounts. Next stage; global currency accounts would really raise the bar! Reviewed on: 16th February 2024

Review of the InvestEngine, Investment platform:

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Simple and informative

IE has been great so far. Opting in for a fully managed plan is really simple and makes everything really clear from the fee structure, performance and projections, and what investments are being made. The platform is great and easy to use. I have explored the self managed options too; lots of investments to choose from with good history performance and useful i formation to help make calculated decisions. Something I will be starting with soon as well as the robo investor! Reviewed on: 3rd February 2023

Review of the Wealthify, Stocks and shares ISA:

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Safe and simple

Been using Wealthify for a year now. Set up a regular monthly direct debit with them in order to save and grow my money. App is simple to use to see the plan details and where your money is going. Information they provide is informative and easy to understand. Reviewed on: 26th March 2022

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