Having been transferred in from Yodelar…
Having been transferred in from Yodelar Wealth I may have a different perspective. Individually the staff were great but their compliance processes were extraordinarily lengthy and over complex to the extent that I felt corporate was more focussed on protecting their backs than actually proving a workable service. There was nothing wrong with the investment advice or performance. In the end I decided to manage my own money at ii and I would recommend this move. The final negative was the lack of any sort of thanks for my business from HQ. I’m not saying don’t use MK but there are other options.








