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Dale's Reviews (7)

Great Cashback and Roundup

5
I use my Chase account for most of my spending. Its 1% cashback on debit card spending and roundup savings feature are nice perks which give it an edge over competitors. Would recommend. Reviewed on: 11th April 2023
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Dale

Excellent Product and Surprisingly Cheap

5
This LISA provides all the services and options you would expect from an established market leading investment firm, with surprisingly cheap fees (especially if you chose to invest only in funds). I am very impressed and would wholeheartedly recommend. Reviewed on: 11th April 2023
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Dale

Strong robo investing platform

4
I have been fairly impressed with Wealthify, and benefitted from a 0 fees offer for several months. Now that the promotional period has ended it feels that the fees are a little higher than I would like and there are other cheaper platforms available. Other platforms have more customisable options. Reviewed on: 27th February 2023
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Dale

Good but expensive

4
Wealthify is a well good investment platform for robo investing and it has a well designed app. I actually preferred the previous version of the app, however. The platform fees aren’t particularly cheap compared with others, but they’re not the most expensive either. It’s great there there is an ethical investing option. Reviewed on: 27th February 2023
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Dale

Great all round account but few perks

4
This is a dependable current account which I have used as my main account for a number of years. It is solid and the app is easy to use. It is a shame there are very few perks to the account now - when I first opened it there was an exceptional interest rate on credit balances. Alas that has been gone for a long time. Reviewed on: 27th February 2023
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Dale

Good but poor interest

3
I opened this help to buy ISA several years ago, when it had a market leading interest rate. This plummeted when Covid came along and it has been incredibly slow to recover. Even now it is considerably lower than most other savings accounts. Reviewed on: 27th February 2023
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Dale

Impressive investment platform

5
I have been consistently impressed with InvestEngine, from the platform design to the excellent fee structure. Managed portfolios are well designed and it’s also incredibly easy to do it yourself. I will be moving my ISA to InvestEngine in the new tax year. Reviewed on: 27th February 2023
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Dale