FundExpert Reviews 

54
TrustScore 4.5 out of 5

4.5

While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more

To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more

See what reviewers are saying

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

5-star
4-star
3-star
2-star
1-star

No recent history of asking for reviews

This company hasn't invited customers recently, so reviews may not be representative

How this company uses Trustpilot

See how their reviews and ratings are sourced, scored, and moderated.

4.5

All reviews

(54)

0 reviews in the last 12 months

Write a review
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

Brilliant service and excellent tools

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 have a huge amount of time to focus on my investments. I would highly recommend to anyone that is interested in investing and wants to have a smooth and enjoyable experience

28 September 2023
Unprompted review
Rated 5 out of 5 stars

Investment research at your fingertips

I really enjoy the weekly email which gives a succinct and clear run down of important investment news.

The investment tools are great for monitoring my portfolio and looking for new opportunities which is excellent during the current investment landscape.

4 September 2023
Unprompted review
Rated 5 out of 5 stars

A trusted companion for all DIY Investors

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 of research about which investment strategy gives the best year on year performance. The tools on their website are geared to helping you make the most of these winning strategies. (Momentum, High Yield, Small Companies or Value investing) The strategy is simple to follow and backed up years of research.

You can use the tools to either build your own portfolio’s or you can follow the many pre-made portfolio’s and let Fund Expert tell you what and when to buy / sell.

The weekly newsletter and accompanying blogs are full of great advise, none of your mainstream “follow the herd” commentary that you get in the financial press.

The monthly teleconferences provide insights into topics of the day and refreshers on investing 101. They also give you a chance to ask Brian questions on whatever is on your mind.

What’s not to like!

18 August 2023
Unprompted review
FundExpert logo

Reply from FundExpert

Hi Martin,

Thank you very much for taking the time to share your positive experience with FundExpert and for being part of our Gold Membership community. We're delighted to hear that you've found so much value in what we offer.

Your feedback means a lot to us and as always, we're here to help so if you have any questions please feel free to reach out.

Thanks again,

The FundExpert Team

Rated 5 out of 5 stars

Good practical guidance ( not advice !) at a reasonable price

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 well as investment trusts. Currently investment trusts are excluded from this research so am not able to decide whether or not I should invest in these. I have yet to see any results of the momentum investment strategy as I seem have joined at a time when this strategy doesn't work, which is rather frustrating, but am holding my nerves.

16 August 2023
Unprompted review
Rated 5 out of 5 stars

Easy to follow investment research

It's great to see some objective and unbiased investment strategies which focus on performance and process.

I find the teleconferences informative and delivered in plain English avoiding financial jargon.

It has helped to ease my mind during these turbulent times in investing.

31 July 2023
FundExpert logo

Reply from FundExpert

Hi Ada,

Thank you very much for your review and we're really glad to hear that you're finding FundExpert valuable.

As always if you have any questions please do let us know and thank you for your continued support,

The FundExpert Team

Rated 5 out of 5 stars

I'm someone who is interested in…

I'm someone who is interested in financial markets so definitely find it worth the money to get the research, teleconferences and tools on the website. I don't use all of the tools that I could, mainly because of lack of time but find 'best funds by sector most useful for me'.

I can't always watch the teleconferences live so having the recording is also helpful so I can watch it back and skip to the parts I find most interesting.

20 July 2023
Unprompted review
FundExpert logo

Reply from FundExpert

Hi Kate,

Thank you very much for your review. Great to have you as a Gold Member and we're glad you're finding your membership valuable.

We appreciate that lots of our Gold Members aren't always able to watch the telenconferences live so having the recording is important and if there's any way that we can make that process better for you please do let us know.

Best wishes,

The FundExpert Team

Rated 5 out of 5 stars

Great Service

Have been a Gold member for over a year now and it has helped me stay in up to date with investing news whilst giving me some easy to follow portfolios.

22 May 2023
FundExpert logo

Reply from FundExpert

Thank you for your review Carl and for your continued support as a Gold Member of FundExpert.

If you need anything please don't hesitate to reach out.

The FundExpert Team

Rated 5 out of 5 stars

As a novice investor I find the…

As a novice investor I find the articles and tools to be very helpful in building out my portfolio and investment strategy. Kylie from the support team is always very helpful if I had any issues

28 April 2023
FundExpert logo

Reply from FundExpert

Thank you for your kind review and we will be sure to pass on your feedback to Kylie.

Best wishes,

The FundExpert Team

Rated 1 out of 5 stars

Beware of disingenuous comparisons

Beware of disingenuous comparisons - e.g. comparing the UK all companies portfolio performance with the much narrower FTSE100.

28 April 2023
Unprompted review
FundExpert logo

Reply from FundExpert

Hi,

You did already ask us a straightforward question on benchmarks and indices via email which we answered at the time. We also highlighted that you are at liberty to use different benchmarks, and advised how you could do that. It was a simple matter, and you did not reply to our response.

As such we were surprised by the tenor of your comments above, as this has never been raised by the many thousands of active investors who have visited our site over the last decade.

If we missed some point, do please email us back and we will be more than happy to assist, as we always do.

FundExpert Support

Rated 5 out of 5 stars

Invaluable information in the bad times as well as the good.

I joined only a few months ago and have been really impressed by the wealth of information and Brian’s insightful monthly teleconference. I feel that I have a coherent and knowledgeable source to help me navigate the market and am sure that I have suffered significantly fewer losses in this year's downward market as a result. I now have a sensible strategy to weather the storm and look forward to what they have to say when we eventually get back to good times!

13 June 2022
Rated 5 out of 5 stars

The cloud is lifted…

Over the years I have experienced several financial advisors, some good some bad, but the information and knowledge of investing that I have gained since being a Gold Member has surpassed anything previous. The Fundexpert website with all of its facets pulls together a wealth of information. It has lifted the cloud covering investing for me and with the database of information contained in the blogs, monthly seminars and weekly updates I feel at last I have some confidence in investing.

11 May 2021
Unprompted review
Rated 5 out of 5 stars

Invest with confidence

The fund research that is produced for the various Portfolios is invaluable, it allows for the novice investor to invest with greater confidence.
During an investment cycle the research tools that are available defines whether a fund is performing well or not, is exceptionally useful as it allows switching into a better performing fund.
This is most useful with market volatility.

16 April 2021
Unprompted review
Rated 5 out of 5 stars

Excellent ivestment information

Excellent ivestment information, which I follow.
However, response to website sent questions needs to improve.

12 April 2021
Unprompted review
FundExpert logo

Reply from FundExpert

Hi Barry,

Thank you for your kind feedback, we’re delighted you are enjoying FundExpert.

Please note that all enquiries are dealt with within 48 hours from Monday-Friday. But we are always working to improve our service to surpass our member’s needs.

Thank you,
Support Team

Rated 5 out of 5 stars

FundExpert provides an excellent…

FundExpert provides an excellent service for those wishing to invest in in Funds or Investment Trusts. Data provided is comprehensive and up to the minute. Clear and precise 'advice' offered by the head honcho - Brian Dennehy.

11 April 2021
Unprompted review
Rated 5 out of 5 stars

I find the website useful

I find the website useful, and enjoy the contrarian opinions about the fund management industry which I have long suspected to be the case. Also the systematic approach to investing and fund and sector performance data which I can see now is vital. The only other people doing something similar that I know of is Saltydog

10 April 2021
Unprompted review
Rated 5 out of 5 stars

Plain English and no jargon

Easy to use tool, flexible in searching and saving funds for future reference. Funds performance and investment options explained in plain English and not waffle/jargon.
My favourite feature is the alternative investment suggestions, if I'm looking for another similar funds.

10 April 2021
Unprompted review
Rated 5 out of 5 stars

Fundexpert is a mine of helpful information

Fundexpert is a mine of helpful analysis and information regarding investments. It balances access to great thinking and research with practical considerations. It provides great tools for the investor to inform their decisions, but doesn’t preach and leaves it to investors to make informed decisions. Brian’s monthly teleconferences are really insightful and pragmatic and you really feel that you are benefiting from his experience, wisdom and expertise in investment, telling to you in a simple and authentic way how he sees things.

9 April 2021
Unprompted review

The Trustpilot Experience

Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.

We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.

Learn about Trustpilot’s review process.

Here are 8 tips for writing great reviews.

Verification can help ensure real people are writing the reviews you read on Trustpilot.

Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.

Take a closer look