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Sean O

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Review of the Moneyfarm, Junior ISA:
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Straightforward, Clear, & Efficient

5
I transferred both of my children's Child Trust Funds that were stagnating with another supplier and incurring outrageous fees. The process was made straightforward and simple by Moneyfarm with regular updates along the way. Already, within a few months the growth in both funds is remarkable. Advisers regularly check in to gauge whether we are happy with progress. The portfolio platform is very easy to understand and investments are dynamically reviewed to ensure best returns. Dividends and fees are transparent at all times, and fees competitive and well earned in my view. Am planning on taking a new ISA for the coming tax year and seeing further benefits of their efforts. Of all the many financial institutions that I have been connected with, I can happily say that Moneyfarm is a breath of fresh air. Keep up the good work. Reviewed on: 3rd April 2024

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