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Top Rated Firm 2026

628 reviews | 11 verified advisers

Selection of recent reviews. Read all reviews

Review for Ben Sloggett

April 2026

What could they have done better?

Totally happy with advice I have received

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

Need to bring together a number of pensions under one heading

How has Ben helped you?

By clarifying my understanding and expectations of my need going into retirement.

Have you seen the outcome you were hoping for?

Very much so

Review for Tom Bostock

April 2026

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

The need to plan and grow my pension ready for when I retired.

How has Tom helped you?

Tom keeps me well informed on market trends, giving sound advice and enables me to plan for my and my families future.

Have you seen the outcome you were hoping for?

Yes, my pension continues to perform as expected.

Review for Alison Tyne

April 2026

What could they have done better?

No

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

I think we all need professional advice

How has Alison helped you?

She has guided me through the changes in the law

Have you seen the outcome you were hoping for?

The market had not allowed outcome I hoped for

Review for Ben Sloggett

April 2026

What could they have done better?

Nothing

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

I was the beneficiary of my late husband's pension fund

How has Ben helped you?

Always helpful, knowledgeable, advising

Have you seen the outcome you were hoping for?

Yes

Review for Stephen Ooi

April 2026

How has Stephen helped you since your last review?

Stephen has always given good advice and it’s also good to have a yearly face to face with Stephen. He always explains everything so well.