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Telephone: 0800 310 1919 (freephone)

Case Studies

"I looked at the UK investment market and thought it could do with a shake-up."

Tom Russell InvestSmart

Case Studies

Please click on one of the case studies below to find out how our customers feel about our services.

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Andy and Jenny Oram

Retired

“The yearly fund review allows us to see how all our investments are performing. In the past we were kept in the dark by our adviser”

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John and Helen Reid

Computer Consultant/Personnel Manager

"It came as a surprise to us that we were paying a trail commission even though we never received any advice"

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Naomi Acton

Marketing Consultant

"Having regular performance reports and getting money paid back into my funds really is the best of both Worlds”

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