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Adam Setterfield

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All reviews (6)

Review of the InvestEngine, Investment Platform:

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Far superior platform, can customise my investments...

Far superior platform, can customise my investments exactly as I want to. Transferred funds from MoneyBox and happy with the process Reviewed on: 27th February 2025

Review of the InvestEngine, Investment Platform:

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ISA Transfer Support Experience

I am very new to invest engine and decided to transfer my existing stocks and shares ISA from MoneyBox to Invest engine as it provided more ETF options as well as better analysis of what I’m invested in. I had an initial issue with the support team when I reached out to ask if someone could make sure I had the correct numbers to transfer the whole account over, as it asks how much you’ve contributed this tax year and last. The first rep was no help at all, and essentially told me what the form was asking but on pushing back, another rep responded and reassured me the whole amount would be transferred and will keep me up to date, which is exactly what I was looking for. Reviewed on: 21st January 2025

Review of the Moneybox app, General Investment Account:

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Made the process very simple - I found a lot of othe...

Made the process very simple - I found a lot of other products offering the same thing were more complicated. Thank you MoneyBox Reviewed on: 27th March 2024

Review of the Smart Money Cymru Community Bank, Savings:

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No Hassle Savings account

Easy to setup an account with a great product. Only wish they had a mobile app to keep track of it but otherwise could not fault. An easy setup process and never needed to phone support. Reviewed on: 1st June 2023

Review of the Moneybox app, Lifetime ISA:

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Great product, great service!

Always helpful when I have a question and the app is brilliant, really simple to use. Reviewed on: 3rd February 2023

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