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.


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4.5

Excellent

TrustScore 4.5 out of 5

54 reviews

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4.5

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Rated 5 out of 5 stars

A unique service providing everything you need for investing success.

I have been a Gold Member with Fund Expert for over two years. Their unique service has enabled me to become a confident and successful investor able to manage my pension and my savings. They provide a clear process and great tools for building a portfolio of high performing funds. More useful though is the education they have provided through monthly teleconferences and weekly emails - it is these that have given me the knowledge and confidence to start really enjoying my investing.

April 9, 2021
Unprompted review
Rated 5 out of 5 stars

Process rather than Prophet

FundExpert provides a rigorous, evidence-based process for investment outperformance. No guesswork, crystal ball gazing or leaps of faith required. Brian makes himself accessible via his podcasts and weekly blogs, without promoting himself as an investment guru with a magic touch - he's not, he's a guy who did the hard work (with his team) in creating an investment framework based on decades of research and experience. It works - simple as that.

April 9, 2021
Unprompted review
Rated 5 out of 5 stars

Really useful

Really useful, interesting and informative information provided by Brian and his team. This has helped me stay calm and collective during some turbulent periods. I really enjoy and look forward to the Friday emails and the monthly webinars.

April 9, 2021
Unprompted review
Rated 2 out of 5 stars

Annual review

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 and now things appear to be returning prior to these issues.I now would need some changes and invest with less volatile funds.One thing was when invesco income was having a difficult them advice was offered to move these into cash but they still lost money I thought with moving into cash money would be protected but not so.

April 8, 2021
Unprompted review
FundExpert logo

Reply from FundExpert

We love everyone’s feedback Mr Greer, and thank you for taking the time for this review. Nonetheless this doesn’t seem to be a review of us. It might be of our parent company, but we are not sure. Please contact our support inbox, and we’ll be happy to help you.

Sincerely,
Support Team

Rated 5 out of 5 stars

Impressed.

I have only been with FE for a few months and so far I am very impressed with the information provided and the level of service. The Facebook group is good as you can learn from other members comments and their experience.

April 8, 2021
Unprompted review
Rated 5 out of 5 stars

FundExpert is invaluable for ISA investments…

FundExpert is a highly informative site that I base all my ISA investment decisions on. The mix of fund performance statistics, blogs, portfolios and opinion are invaluable to helping me ensure that I optimise my investment decisions. I have been very pleased with the results to date and thank Brian and his team for providing such a fantastic Gold Member service

April 8, 2021
Unprompted review
Rated 5 out of 5 stars

Impressive Results

I became a gold member about 18 months ago having been disillusioned by HL, Woodford and mediocre returns.
Using their loss alerts avoided a 20% fall and then using their recommendations have drip fed funds back in and are now fully invested again with impressive gains in a turbulent year Would recommend their momentum investing.

April 8, 2021
Unprompted review
Rated 5 out of 5 stars

Simple strategy without complex jargon…

Simple strategy without complex jargon that has given above average returns. Investment choice based on risk, sector, growth, income and portfolio ideas. Monthly market analysis with Q&A.
Brian 'puts his money where his mouth is'.

April 8, 2021
Unprompted review
Rated 2 out of 5 stars

In general the experience is good

In general the experience is good. However, there's a problem regarding the Premier Miton UK Smaller Companies fund. Since the fund has been removed from sale on the Fidelity site it is extremely difficult to monitor the fund. In addition, any stop loss for this fund is now defunct.

April 8, 2021
Unprompted review
FundExpert logo

Reply from FundExpert

We love everyone’s feedback Mr Johns, and thank you for taking the time for this review. It is fantastic you have had a good experience with our service. Unfortunately as Fidelity has this issue it is something out of our control. Nonetheless we have kept our subscribers informed so that they have a sense of what is happening with the fund. If you have any further queries on the Premier Miton fund please contact our support inbox, and we’ll be happy to help.

Sincerely,
Support Team

Rated 5 out of 5 stars

FCA should endorse FundExpert!

This is not recent, but overall I enjoy the way everything is relayed to me in an interesting not boring manner. Completely different to other advisers. Your dynamic methods of investment work and the FCA should take notice and remove that stupid warning about past performance not being an indication of the future; what else can one go by? In years to come this will be a big joke after they finally remove the warning. Brian's patter is great and I don't know how he finds time to write all his blogs and still check the latest and greatest investment. Obviously loves his profession (hobby?).
Keep it going!

April 8, 2021
Unprompted review
Rated 5 out of 5 stars

Fantastic

Fantastic. The blogs and teleconferences guide you to develop a structured approach to investing, instead of taking potshots.

April 8, 2021
Unprompted review
Rated 5 out of 5 stars

My ‘go to’ investment resource

My ‘go to’ investment resource. Insightful, educative, positively challenging and supportive.
Their fundamental approach simplifies the process to an objective, results-oriented discipline. Results over extended periods speak for themselves.
FundExpert is not a one trick pony though - this year has required adaptability and the very well researched team covers that too.
The website offers tools & resources suitable for any investor to find what’s right for their circumstances & risk tolerance.

December 20, 2020
Unprompted review
Rated 5 out of 5 stars

Excellent website

Excellent website - the fund ratings are objective, transparent and follow a process. the advice and market commentary is thoughtprovoking.

FundExpert do not claim to have all the answers but they are very good at helping you frame the questions properly.

December 20, 2020
Unprompted review
Rated 5 out of 5 stars

Informative, interesting and fun

I so look forward to the weekly emails and monthly teleconferences. They are both informative and fascinating. Brian strikes a great balance in the content. I particularly enjoy the psychology aspects and graphs. From this, I feel I have a much better shot at doing well with my investments and much prefer this than other options.

December 18, 2020
Unprompted review
Rated 5 out of 5 stars

Following Star Performers instead of Star Managers

I have been managing my investments for ten years with reasonable success. However I needed a wider knowledge to avoid the failures and identify the winners. In looking around I am so pleased to have found Fund Expert.
What has impressed me most is the star rating of the thousands of funds available. After a few months of observing I decided to really follow the Dynamic Fund Ratings. To say it has been my best investment decision would be an understatement - every fund (around 17-20) continue to be among the top performers in each sector.
Also the monthy teleconference is most informative without being full of jargon.
Thank you Brian.

December 18, 2020
Unprompted review
Rated 5 out of 5 stars

I gave up with 'financial advisors'…

I gave up with 'financial advisors' years ago, including those from top UK platforms; minimal advice for a large fee. Fund Expert educates and provides a timely non-partisan commentary on markets & funds. The resources facilitate making reasoned plans, choices and allow you decide your level of engagement. Yes you pay for it, but I have found it well worth it.

December 18, 2020
Unprompted review

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