Top Rated Firm 2026
618 reviews | 11 verified advisers
Review for Stephen Ooi
How has Stephen helped you since your last review?
Strephen has taken the time to explain all about the options on paying less tax in the future also also the benefits of combining other pensions together Stephen is always very pleasant to have in our home and is very easy to talk to
Review for Alison Tyne
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
I have a privately managed DC pension, but last year, wanted to also buy an annuity. Alison guided me through that process and helped me choose. This year, she evaluated the performance of my remaining pension, and took me through the options I had to maximise the benefits.
How has Alison helped you?
Alison guided me through the process of evaluating the risk vs reward options of my pension, and likely outcomes on my cashflow, under different scenarios. She made the whole process much easier to understand, with plain language, and with all financial jargon explained when needed.
Have you seen the outcome you were hoping for?
I have been very happy with Alison's recommendation of an annuity provider. I am also happy with her ongoing financial advice. She has been my pension advisor for several years now, and I trust her judgement.
Review for Ben Sloggett
What could they have done better?
Reduced their fees.
What were the circumstances that caused you to initially look for a financial adviser?
I need long term planning advice that I could trust.
How has Ben helped you?
We speak as often as we need to . In order to make sure I am happy with my funds.
Have you seen the outcome you were hoping for?
Yes
Review for Tom Bostock
What were the circumstances that caused you to initially look for a financial adviser?
consolidation of pension pots
How has Tom helped you?
useful and pragmatic advice
Have you seen the outcome you were hoping for?
decent so far
Review for Joe Sheridan
What could they have done better?
Nothing really, always available for any questions or concerns I had and the advice has always been sensible and sound.
What were the circumstances that caused you to initially look for a financial adviser?
The need to seek professional advice and to amalgamate several pensions I had accumulated during my working career.
How has Joe helped you?
Joe has been very professional and provided very practical and useful advice in financial planning during my retirement.
Have you seen the outcome you were hoping for?
Yes, very much so. In the downturns you have to be brave and listen to the advice, it is not about short term gains.
