Top Rated Firm 2026
506 reviews | 4 verified advisers
Review for Tara Wood
What could they have done better?
Nothing really.
What were the circumstances that caused you to initially look for a financial adviser?
Unsure about how to mitigate my IHT liabilities. And investing in stocks and shares for the future.
How has Tara helped you?
Yes. She has explained all the options clearly and concisely.
Have you seen the outcome you were hoping for?
Yes, generally the advice has been very good. I still have further decisions to make but the choices have all been well discussed.
Review for Ben Burgess
What could they have done better?
Nothing to report
What were the circumstances that caused you to initially look for a financial adviser?
My husband used Ben for his pension advice. I had a stocks and shares ISA which wasn’t being managed and I wanted to change that.
How has Ben helped you?
Ben review my ISA, prepared a report, presented the report to me and advised a more appropriate approach.
Have you seen the outcome you were hoping for?
Early days but generally going in the right direction.
Review for Ben Burgess
What could they have done better?
Nothing comes to mind
What were the circumstances that caused you to initially look for a financial adviser?
Upon my retirement 19 years ago, although I had used their services previously for general investment advice
How has Ben helped you?
A range of investments in my portfolio reflecting my attitude to risk and longer term goals
Have you seen the outcome you were hoping for?
Yes
Review for Ben Burgess
What could they have done better?
Cannot think of anything
What were the circumstances that caused you to initially look for a financial adviser?
Keeping up to date with my existing pension
How has Ben helped you?
Keeping me abreast of the markets home and abroad, and likely trends.
Have you seen the outcome you were hoping for?
Definitely. Investments are fully supporting my pension withdrawals.
Review for Madeleine Hollands
What could they have done better?
Nothing occurs to me
What were the circumstances that caused you to initially look for a financial adviser?
Uncertainty about investments
How has Madeleine helped you?
Provided reassurance re investments
Have you seen the outcome you were hoping for?
Yes
