Top Rated Firm 2026
481 reviews | 4 verified advisers
Review for Ben Burgess
What could they have done better?
Nothing!
What were the circumstances that caused you to initially look for a financial adviser?
getting older and financial planning for the future.
How has Ben helped you?
Great advice, tailored to our circumstances.
Have you seen the outcome you were hoping for?
YES!
Review for Tara Wood
What could they have done better?
I do not think that would have been possible.
What were the circumstances that caused you to initially look for a financial adviser?
Complicated pension situation with different accounts and wanted to invest away from building societies.
How has Tara helped you?
Tara has given clear advice to allow me to make up my mind and select the best investments for me.
Have you seen the outcome you were hoping for?
Yes the growth has been more than I anticipated.
Review for Tara Wood
What could they have done better?
I can’t think of anything that could have been done better
What were the circumstances that caused you to initially look for a financial adviser?
I have been a client of Tara’s for a long time. I can’t remember exactly what prompted me to seek an advisor, but I think I just needed help planning for the future and making sensible investments
How has Tara helped you?
Tara has definitely helped me. She understands my needs and also my attitude interns if jetting things simple for me but at the same making the best use of my money
Have you seen the outcome you were hoping for?
Yes.
Review for Tara Wood
What could they have done better?
Not given the volatility of markets recently
What were the circumstances that caused you to initially look for a financial adviser?
My previous adviser retired
How has Tara helped you?
She's helped my portfolio grow and taken into account my attitude to risk
Have you seen the outcome you were hoping for?
Yes
Review for Ben Burgess
What could they have done better?
In truth we know sod all.about investments its a minefield for those with a little knowledge and experience in that field of expertise
What were the circumstances that caused you to initially look for a financial adviser?
Mark Stanley was my late wife and my adviser for over 20 years we needed retirement pension and invedtment advice
How has Ben helped you?
Ben has taken over my portfolio from Mark and advised my partner on her pensions
Have you seen the outcome you were hoping for?
Yes We trusted Mark in introducing Ben to us
