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Top Rated Firm 2026

683 reviews | 11 verified advisers

Selection of recent reviews. Read all reviews

Review for Tom Bostock

July 2026

What could they have done better?

N/A

What were the circumstances that caused you to initially look for a financial adviser?

Age related challenges.

How has Tom helped you?

Straight forward advice.

Have you seen the outcome you were hoping for?

So far yes.

Review for Tom Bostock

July 2026

What could they have done better?

Nothing. Tom has been brilliant.

What were the circumstances that caused you to initially look for a financial adviser?

Wanted to put all my work pensions into one pot

How has Tom helped you?

Gave me advice and set this all up for me.

Have you seen the outcome you were hoping for?

Yes, really happy with how the pension has been performing.

Review for Joe Sheridan

July 2026

How has Joe helped you since your last review?

As well as managing our investments, Joe keeps us informed of any changes in Law that may affect us, and keeps us up-to-date with how our investments are doing.

Review for Alison Tyne

July 2026

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for a financial adviser?

Annual review with Alison from Intelligent Pensions.

How has Alison helped you?

She offered options to consider tax wise and explained how my financial situation would look in the future.

Have you seen the outcome you were hoping for?

Yes indeed.

Review for Joe Sheridan

July 2026

How has Joe helped you since your last review?

Joe is always super helpful and super knowledgable.