Top Rated Firm 2026
580 reviews | 11 verified advisers
Review for Ian Wilcock
What were the circumstances that caused you to initially look for a financial adviser?
I needed advice on my investments
How has Ian helped you?
He has given me useful advice on my investments
Have you seen the outcome you were hoping for?
Yes
Review for Ian Wilcock
What were the circumstances that caused you to initially look for a financial adviser?
Ongoing advice on my SIPP and other investments
How has Ian helped you?
He has given me good advice on my SIPP and other investments
Have you seen the outcome you were hoping for?
Yes, it is ongoing
Review for Simon Wateridge
What could they have done better?
No - very satisfied with the level of service
What were the circumstances that caused you to initially look for a financial adviser?
To transfer my pension to a more efficient fund
How has Simon helped you?
Simon is extremely knowledgeable and puts you at ease. He explains everything clearly and in plain English plus answers any questions. Each year, I have a meeting with Simon and he go throughs my funds performance and income projections over future decades.
Have you seen the outcome you were hoping for?
Yes my pension has performed better than I expected
Review for Claire Wright
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
My Pension was with Prudential and they are fairly faceless and impersonal.
How has Claire helped you?
She helped my look at my budget and anticipated income over the next few years and shared some great advice, direction and reassurance through her detailed forward forecast for me.
Have you seen the outcome you were hoping for?
Yes
Review for Simon Wateridge
What could they have done better?
absolutely nothing
What were the circumstances that caused you to initially look for a financial adviser?
none
How has Simon helped you?
looks after my pension arrangements
Have you seen the outcome you were hoping for?
yes my pension fund has done very well
