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Jason

3

Total reviews written

1

Helpful marks given to their reviews

2

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All reviews (3)
Review of the Vanguard, Investments:
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Disappointing service and tech

3
Vanguard provides good value funds and a competitive investment platform with ISA and pension accounts which should suit most investors. However, despite what other reviews (and Which?) seem to say about 'good service', my experience is that the service is poor and getting worse. Secure messages take 3-4 working days to be replied to. A recent complaint about a major mistake made with a recent pension transfer in (they transfer a full rather than partial pension account) could not be resolved within the 8 week deadline, as they were 'still waiting for information from the relevant department. Trying to invest in funds using cash sitting within the pension fund isn't possible because it keeps asking for debit card info. And frequently when logged in, a message keeps coming up saying 'You will be logged out soon'. The bottom line is the tech needs a serious refresh and debugging, the service standards and capability of staff needs improving, and the look and feel of the platform needs an overhaul. I had a 25 year career as a financial adviser and I am an investor in many fintech businesses and I feel extremely let down and disappointed by a company that was a force for good, but seems to be taking its customers for granted. Reviewed on: 8th August 2023
Jason's avatar
Jason
1 user marked as helpful
Review of the first direct, Current Account:
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Friendly telephone service

5
I do most of my banking via the FD App but on the odd occasion I need personal help I find the telephone service excellent. Staff are friendly, helpful and efficient. Reviewed on: 16th March 2023
Review of the Chase Bank, Current account:
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Competitive and easy to use

5
The app is easy to use, cash back rewards are great, links easily go competitive savings account. Reviewed on: 16th March 2023

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