Top Rated Firm 2026
467 reviews | 4 verified advisers
Review for Tara Wood
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Moving jobs and wanting to consolidate pensions
How has Tara helped you?
Advice and guidance on investments
Have you seen the outcome you were hoping for?
Strong financial performance and peace of mind we are in safe hands
Review for Madeleine Hollands
What could they have done better?
Nothing so far. The process of transferring our pensions has been very efficient and appears to have been seamless which is always a good thing.
What were the circumstances that caused you to initially look for a financial adviser?
Geography; we were looking for an IFA closer to home to work with us with our pensions.
How has Madeleine helped you?
She was able to keep the existing pension in its "wrapper" and platform, minimizing charges and providing continuity.
Have you seen the outcome you were hoping for?
It is very early days as we have only been with Madeleine a few months but yes so far the outcomes are what we were hoping for.
Review for Tara Wood
What could they have done better?
I am very happy with the professional service I have received.
What were the circumstances that caused you to initially look for a financial adviser?
I was concerned that did not have the knowledge to get the best outcome for my savings especially during recent world events. The specialist advice and explanations have been excellent.
How has Tara helped you?
Tara has been extremely supportive, my portfolio investments meet my attitude risk and my objectives. we have regular reviews of my portfolios performance and future needs.
Have you seen the outcome you were hoping for?
Yes, the investment outcomes are positive.
Review for Madeleine Hollands
What could they have done better?
Made more money. Bit of a dumb question
What were the circumstances that caused you to initially look for a financial adviser?
Investments and inheritance planning
How has Madeleine helped you?
Sound advice, clearly explained v
Have you seen the outcome you were hoping for?
Yes
Review for Ben Burgess
What could they have done better?
Nobody could have done any better than CIFA. Ben has done the very best to get the best out of our investments.
What were the circumstances that caused you to initially look for a financial adviser?
Previously with an adviser who highly recommend CIFA (Christian&Ben)and we have been highly impressed with the service we have had over the years ,Long may it continue
How has Ben helped you?
Very informative, he goes to great lengths to explain the needs we require and future investments, he is very friendly and as well as a advisor we also feel he is a good friend who we can rely on if needed.
Have you seen the outcome you were hoping for?
Yes
