Top Rated Firm 2025
454 reviews | 4 verified advisers
Review for Tara Wood
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to optimise long term wealth planning
How has Tara helped you?
Tara has been very supportive and her knowledge of all aspects of wealth planning has ensured great planning outcomes
Have you seen the outcome you were hoping for?
Yes
Review for Madeleine Hollands
What could they have done better?
Nothing in my opinion
What were the circumstances that caused you to initially look for a financial adviser?
Investment advice for early retirement
How has Madeleine helped you?
Enabled early retirement with confidence of advice and actions given as personal circumstances change.
Have you seen the outcome you were hoping for?
Very satisfied with advice and outcome of investment
Review for Ben Burgess
What could they have done better?
Nothing as far as I know at present
What were the circumstances that caused you to initially look for a financial adviser?
How to invest for the future
How has Ben helped you?
Ben is very approachable and friendly and given me sound advice on how to manage my money
Have you seen the outcome you were hoping for?
Yes, up to now the outcome is good
Review for Andrew Mansion
What could they have done better?
Not a great deal
What were the circumstances that caused you to initially look for a financial adviser?
Plan for our future
How has Andrew helped you?
Great advise from Andrew years ago on year
Have you seen the outcome you were hoping for?
Yes
Review for Andrew Mansion
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
We were looking for tax advice during our time running a small business
How has Andrew helped you?
He was able to advise on future planning prior to our retirement as well as for the remaining term
Have you seen the outcome you were hoping for?
Absolutely
