First can we send you a copy of our latest Top Funds Report? This is our most popular download and details the performance and ranking of 3,000 + popular funds.
Can we send you a copy of this report? You may be invested with one or multipe providers. This report will show you how well they rank compared to others.
Also can we set you up with 7-days free access to our Investor Hub platform? Analyse the performance of 88,000 funds and compare 100+ fund managers instantly!
Select multiple providers if applicable
Enter your details below and we will send the requested information. We will also email you a copy of our recent Investor Magazine
We are organising what to send you behind the scenes
We recommend that all investors either book a no obligation call to discuss your needs or upload your existing portfolio for a free portfolio analysis. Please choose which you prefer.
Before you upload your portfolio we have a few important questions
Get a free no obligation portfolio analysis valued at £295. Find out if you are invested in top or poor performing funds.
We are working out how to help you invest more efficiently
We will send you an email to reply to with your portfolio information when you are ready. In the mean time can we book you in for a no obligation call with the team to find out more?
Drop your files into the box below, or click on the box and upload
We are allocating your analysis to a team member
Your information is now with our research team who will set up your new account and email you your analysis soon.
I would like to suggest you book a no obligation call with our advice team while you wait
Your information is now with our team to review and set up your new Yodelar account.
In the meantime we would suggest you book a call with our advice team
Your information is now with our team.
We will be in touch soon!