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Case Study - Andy and Jenny Oram

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

Tom Russell InvestSmart


“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”

Andy and Jenny Oram divide their time between their UK home and their holiday home in France. When they retired ten years ago they invested £300,000 into an investment portfolio on the recommendation of an Independent Financial Advisor. They paid a fee at the time but have had no further contact with the advisor since the portfolio was set up.

Although they have received regular valuations from the investment fund manager they are unsure how their funds are performing. Despite receiving no ongoing advice 0.5% trail commission has been deducted each year from Andy and Jenny’s funds and paid to the advisor as trail commission.

The INVESTSMART difference

Once Andy and Jenny switched to InvestSmart they started to benefit from our commission rebates, boosting their funds by £750 per annum. They also now receive a regular fund review at no extra charge, so they are better informed about their investments. When they first recieved a review they had a query as to why one of their funds was not performing satisfactorily. They really liked being able to call InvestSmart and talk through their review with a qualified advisor.


*Case studies shown are for illustrative purposes only and are based on typical scenarios