Top Rated Firm 2026
599 reviews | 11 verified advisers
Review for Tom Bostock
What could they have done better?
Not sure
What were the circumstances that caused you to initially look for a financial adviser?
Need to sort how to use pension funds
How has Tom helped you?
Asked me good questions to help me make good choices.
Have you seen the outcome you were hoping for?
Yes
Review for Joe Sheridan
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
The need to manage my pension arrangements, especially since it is easy for the non-specialist to take the wrong decisions. I feel I receive the right advice from Joe.
How has Joe helped you?
He has guided me through the complex legislation re pensions and made me aware of more options than I realised I had.
Have you seen the outcome you were hoping for?
Yes.
Review for Tom Bostock
What could they have done better?
Nothing to improve on
What were the circumstances that caused you to initially look for a financial adviser?
Merging a pension
How has Tom helped you?
Given me good clear advice on my pension
Have you seen the outcome you were hoping for?
yes
Review for Joe Sheridan
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has Joe helped you?
Joe has provided a comprehensive annual review of my pension and he is always available for help and advice throughout the year
Have you seen the outcome you were hoping for?
Yes my pension has grown over the years
Review for Joe Sheridan
What could they have done better?
Not aware of anything
What were the circumstances that caused you to initially look for a financial adviser?
Need to get a good pension
How has Joe helped you?
He has reviewed my pension and overseen the investment changes
Have you seen the outcome you were hoping for?
Yes.
