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Rated 1 out of 5 stars

I have been a client of the investment information service for a number of years. I recently tried to cancel my subscription as I no longer require the service as I have moved my pension investments... See more

Rated 5 out of 5 stars

Yodelar investment magazine and fund ratings A must read for anyone investing in funds. You will become a better manager of your own investments and ensure you chose the right funds for your portfoli... See more

Company replied

Rated 5 out of 5 stars

As a research resource, I find Yodelar outstanding. The 1-3-5-year ratings rather encourage you to take a longer view rather than reacting to short term changes. For example, I am presently invested i... See more

Company replied

Rated 5 out of 5 stars

Yodelar and in particular Sean was extremely helpful to us choosing what we need to do with our pension. We had been advised generally to go for drawdown but that's really where the headache started.... See more

Company details

  1. Investment service
  2. Financial advisor
  3. Financial Planner

Written by the company

Yodelar Investments is a fully FCA regulated advice firm providing UK investors with regulated financial and investment advice. As a research driven firm we help clients optimise their investment and investment funds efficiently in order to maximise future growth. Yodelar also provide many free resources to help educate investors. Yodelar also operate the UK's leading fund comparison site. Every month we analyse 88,000 investment funds and their variants and produce the UK's most well know investor magazine, top funds report and fund manager league table. Book a complimentary no obligation call with our team today!


Contact info

4.3

Excellent

TrustScore 4.5 out of 5

188 reviews

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Hasn’t replied to negative reviews

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Rated 5 out of 5 stars

Could not recommend them enough

Could not recommend them enough. just finalised my move from another wealth management firm, and so delighted

18 February 2021
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

Very happy so far

Very happy so far. I have recently signed up as a client and transferred my pension after a period of poor performance elsewhere. Service and personal contact have been very good and transparant.

17 February 2021
Unprompted review
Rated 1 out of 5 stars

Disappointing

Disappointing.

I signed up for the 7-day free trial and managed to only use it for 3 days before I couldn't log in again. I messaged support on 13 Feb to help with the logging in issue and received no reply. I managed to get a hold of someone in the chat on 17 Feb, who asked me to reset my password and try logging in again. Of course by now my trial has expired.

In those 3 days that I could get it working, I could not find the funds using their codes. Asked for help from support on 12 Feb, no reply again.

17 February 2021
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

We have asked Trustpilot to make contact with you to establish your contact details. We appreciate that you may have had a log on issue. We would like to evaluate your issue further and assist in anyway possible to create a more positive experience

Kind regards

Yodelar Management Team

Rated 5 out of 5 stars

A job well done with peace of mind

From what I can gather Yodelar are fairly new in the field of financial advice which was one of the main reasons I entrusted them with my savings.
I decided to put all my main shares and funds under one main umbrella to make things simpler for for wife.
Whilst the process was new and different than I expected the people I dealt with were very understanding, helpful and patient, I am very pleased with the outcome and can now rest easy in the knowledge my finances are being professionally looked after on a regular basis by experts in the field.

28 January 2021
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Dear Eric,

Thank you so much for your kind review, we appreciate this very much.

Kind regards

Yodelar Management Team

Rated 5 out of 5 stars

Exceptional service

Exceptional service. Responsive, friendly and professional. I am invested in good funds that have delivered excellent returns over the last year. Their regular reviews and summary reports gave us great confidence. A step up from our last adviser. We look forward to the year ahead...thank you

19 January 2021
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Dear Simmons

Thank you so much for your kind review, we take great pride in the level of service we offer, and appreciate such positive feedback.

Kind regards

Yodelar Management Team

Rated 5 out of 5 stars

Process of joining Yodelar as an investor

We have recently moved our portfolio to Yodelar. The process from contact to moving funds has been seamless. The advice team have been excellent, no question is too small and we have been very impressed with how quickly any response is and associated action. The advice has been well constructed and clear which has assisted decision making. The process has been swift and professional especially when taking the Christmas period into consideration.

15 January 2021
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Dear IG

Thank you so much for your kind review, we appreciate this very much.

Kind regards

Yodelar Management Team

Rated 5 out of 5 stars

First class service in every area.

Every question raised answered quickly and concisely. Sound, unequivocal, professional advice given, based on in depth robust analysis.
Sean Derry and his team deserve the highest praise.

15 January 2021
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Dear Nigel

Thank you for the positive review. Much appreciated.

kind regards

Yodelar Management Team

Rated 4 out of 5 stars

Market Comparison

Recently took advantage of Yodelar's review of my financial portfolio and its comparison against market leading funds and was very impressed with the level of detail provided. Sean Deery is clearly pitching the services of Yodelar in the right direction.

10 December 2020
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Dear Mr Symonds.

Thank you for your positive feedback, and we are pleased to see you seen value in our complimentary portfolio analysis service and that you found this process useful.


Kind regards

Yodelar Management Team
Analysis your portfolio performance at https://www.yodelar.com/portfolio-analysis

Rated 5 out of 5 stars

Yodelar's gold mine in reports and magazine

I have been delighted with Yodelar's magazine and Top Funds report from Sean Deery The information provided from these has enabled me to switch funds to those which have Yodelar's 5 star rating in the same sector. The value of my portfolio has increased by just under 10% since September. Thank you so much Yodelar.

10 December 2020
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Dear Mr Fry

We appreciate your positive comments, and we are pleased our information has assisted in improving your investment position. Below is a link to our December magazine which includes our Top Fund Tables and more. Our January edition should be available soon.

https://www.yodelar.com/hubfs/Yodelar%20Investor%20Magazine%20December%202020.pdf

Kind regards

Yodelar Management Team

Rated 5 out of 5 stars

Friendly, informative and accurate

The fund information provided by Yodelar has proved to accurate and very reliable in practice. The team are friendly, responsive and knowledgeable. A pleasure to work with.

1 October 2020
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Hi Claire,

Many thanks for your positive review, we will pass your kind comments on to the relevant team members.

Management Team
Yodelar.com

Rated 5 out of 5 stars

I have been very please with Yodelar…

I have been very please with Yodelar service so far, we have been invested proactively using good funds since the start. Proactive and responsive in times of crisis, and very nice to deal with.

24 September 2020
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Dear Gab,

Thank you so much. We appreciate your positive comments during more difficult times.

Kind regards

Yodelar Management Team

Rated 5 out of 5 stars

Jim…

The detailed information provided by Yodelar was excellent and provided me with a great insight into the current views of particular funds as well as past performance.Sean was particularly helpful during our call and I appreciated his approach.

22 September 2020
Unprompted review
Rated 5 out of 5 stars

Amateur Investor

As an amateur I particularly like the way these articles are written in plain english to help me understand the fors and against of each fund. I find Yodelar vry interesting and useful.

16 September 2020
Unprompted review
Rated 5 out of 5 stars

Worth A Punt

I am very happy with the service provided by Yodelar and in particular Sean Deery. Yodelar's financial modelling offers me a level of protection during bear markets which other IFAs do not provide and I also like the fact they invest only in top quartile funds and actively monitor them. Yodelar, should be top of your shopping list.

14 September 2020
Unprompted review
Rated 5 out of 5 stars

Very Important Information

Everyone should take full advantage of the fact that whether or not you invest with Yodelar they can help identify all under performing funds in your portfolio.
The sad fact is that the vast majority of portfolios are invested in very poor performing funds, this includes funds invested on your behalf by IFA's!
Over time you will save hundreds and then thousands of pounds by using Yodelar to ensure that your money is wisely invested.

12 September 2020
Unprompted review
Rated 5 out of 5 stars

Unrivalled Information From Yodelar

The level of fund research and performance undertaken by Sean Deery and his team is simply beyond belief. Their publication is unrivalled in the Financial Services Industry - a 'must have' for brokers and investors alike. It gives the inside track on fund performance globally.
Christy Santry (Absolute Finance).

11 September 2020
Unprompted review
Rated 4 out of 5 stars

Very good insight into fund performance…

Very good insight into fund performance in an easily readable format. Follow up to queries always very prompt - good service overall.

11 September 2020
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

Rated 5 out of 5 stars

Informative

Very well researched reviews of fund managers and the performance of their funds. An excellent service.

11 September 2020
Unprompted review
YODELAR.COM logo

Reply from YODELAR.COM

Many Thanks for your kind review

We appreciate the positive comments and feedback.

Kind regards

Management Team
Yodelar.com

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