FundExpert Reviews 

54
TrustScore 4.5 out of 5

4.5

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Rated 5 out of 5 stars

Brilliant service and excellent tools. For any level of investor from beginner to advanced, this is an excellent way of understanding and managing a portfolio. Especially as a busy person who doesn’t... See more

Rated 5 out of 5 stars

The weekly updates, monthly teleconferences and the website provides useful insight for a DIY investor like me. I wish the star ratings for best funds would cover the whole universe ie unit trusts as... See more

Rated 2 out of 5 stars

Hi Have been a client for a number of years but after taking a big loss due to firstly brexit and then COVID-19 I don’t wish to experience this downturn again as at my age.I held my nerve and held on... See more

Company replied

Rated 5 out of 5 stars

If you are a DIY Investor and looking for a “companion” to guide you on your investment journey you won’t go far wrong with a subscription to Fund Expert. Their service is based on years o... See more

Company replied

Company details

  1. Investment service
  2. Investment company

Written by the company

FundExpert is an online website that provides research, commentary and insight into financial markets. The main backbone of the research is momentum; however we also produce research focussed on longer term performance and income, on investment funds and investment trusts.


Contact info

4.5

Excellent

TrustScore 4.5 out of 5

54 reviews

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4.5

All reviews

(54)

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

FundExpert provides excellent support to the self investor.

FundExpert provides good, honest straightforward data which is invaluable to those of us interested in self investment. The information I have gleaned from FundExpert has answered questions I have had about equity investment for many years. FundExpert is frank honest and helpful. It is a delight to use its systems.

16 December 2020
Unprompted review
Rated 5 out of 5 stars

Sound advice...

Brian conducts regular teleconference giving updates on current funds and advising strategies for better returns. He advises that 92% of mutual funds bask in a sea of splendid mediocrity. If you want to do better with your SIPP, Pension or ISA this is a good place to start. BUT you must be willing to take responsibility for your own (guided) investment choices. He does go on a bit but his helpful advice is difficult to ignore!

16 December 2020
Unprompted review
Rated 5 out of 5 stars

Portfolio Improvements Based on Fundexpert Advice

It has taken a little time to get fully used to the different approach to investing, which Fundexpert advocates. However, in following some of the advice, which is exceptionally well researched, I am certain that my portfolios have done better than they would otherwise have done.

15 December 2020
Unprompted review
Rated 5 out of 5 stars

Excellent comprehensive service

Excellent comprehensive service - monthly teleconferences, weekly reviews, strategic advice as well as ratings on individual funds showing you when to buy and sell.

I'm not one who easily pays for financial advice which is often of dubious quality but I have been very happy with my membership and the quality of advice provided by FundExpert.

15 December 2020
Unprompted review

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