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Robert Duncan

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Review of the Moneyfarm, General Investment Account:
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On the farm.

4
Since joining Mondyfarm in early 2017 I have been kept up to date on just about everything involving the company and my portfolio. Transparency is quite clearly a substantial part of Moneyfarm's ethics. The fee structure is also excellent, and the introductory offer of first £10k managed free, then expanded to £12k has been wonderful, especially as I'm so wary of the effects of fees cutting into performance. The ability to update risk preferences or investing time frames would be a great addition. Furthermore, if Moneyfarm were to have the option of lifetime isas, I would see little reason to move to another platform. Overall, Moneyfarm has treated me excellently over the past year, and I look forward to further development and a continued relationship. And fingers crossed the fees remain low! Reviewed on: 18th January 2018

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