Top Rated Firm 2026
696 reviews | 11 verified advisers
Nothing
Retirem Nr investment/planning
Highly approachable, takes time to understand needs, wants and to understand me as a person. Very knowledgeable and able to explain things well.
Yes
Consolidated pensions
Alison knows her stuff and gives clear advice on my pension based on my input / requirements. Also proactively suggesting good tweaks to how I run my pension.
Under Alisons' guidance my pension pot going better than I would have expected
As previously stated - Stephen has been totally professional in all our dealings with my financial matters.
Nothing as far as pensions are concerned.
I didn't, my adviser came with Pension's firm.
I'd rate Alison as competent, thoughtful and reliable. Recently we went through my annual pensions review and did not find anything of particular concern as the investments seem to be behaving as they should or even better than expected. Althoug with any investments there are good years and not so good ones. The advice and guidance in the past by Alison has been sound and on that basis the returns have been rewarding. I am at a juncture in my life where I don't need my pension investments to perform better or make more money so Alison and I agreed it was not necessary to consider any adjustments. I feel privileged that I can chug along to the right window of opportunity – post April 2027 – to start accessing the pension rather than be panicked now by the government's proposal to include it in our estate for Inheritance tax. I am appreciative of Alison's advise thus far.
Yes
Nothing
I needed someone to look after my pension fund to give the best return.
She has kept an eye on my fund to get the best returns.
Yes