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Jonathan E

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All reviews (3)

Review of the AJ Bell Dodl, Investments account:

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Excelent provider for an investment LISA.

AJ Bell Dodl: Investments was the best value for money option I identified for the first few years of holding a stocks and shares lifetime ISA. Their service has been very good and the global investment option has matched what I wanted. Their other accounts are close to market leading on being low cost although a have found other options for these that give slightly better value. The only criticism I would have is that the monthly fee can only be taken out of un-invested cash in the account, it would be nice if there was the option to have it automatically sell a small number of units to pay the monthly fee or alternatively have it paid from another account to maximise the valuable LISA allowance £'s rather than these be used for paying a fee. Reviewed on: 18th January 2025

Review of the Nutmeg, ISA:

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Good Stocks and Shares ISA with range of portfolios

The Nutmeg Stocks and Shares ISA is a very simple option for those wanting to invest. The choice of investment portfolios is met my requirements. The few occasions where I have needed help Nutmeg's staff have always been very helpful. The only negative I have is the fee is slightly higher than some other options although those tend to more DIY products. Reviewed on: 4th March 2024

Review of the Chase Bank, Current Account:

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Very Good Especially for the Cashback Offer

Using Chase's current account has been a very good experience. The 1% Cashback offer on most debit card spending is the main appealing feature and saves a fair amount of money over the long run. The linked round-up saver was a good offer when I first signed up but is now more neutral with increased rates on other savings products. The only issues I have experienced is occasional endless loading in the app but that is usually resolved quickly by closing the app and restarting it. Reviewed on: 2nd March 2024

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