Top Rated Firm 2025
405 reviews | 4 verified advisers
We initially needed advice for future financial planning whole still working
He has advised us as to the best options to suit our needs
So far, yes
I had a good sum of money to invest and needed advice about planning for the future and maximising its potential
Tara has clearly discussed and identified my options and provided excellent advice
Yes
I wanted advice on a pension and help with stocks and shares
Provided helpful and useful advice
YesNothing
I wanted to do something with my money rather than have it stagnating in the bank or in savings schemes with very poor interest.
She has advised me on the best options for investing my money with the aim of having the best outcome when retiring.
Yes. I am very happy with how my investments are doing.
Perfectly content with the services and support needed in line with our portfolio.
We needed to ensure that our retirement financial planning was going to provide the cover and support needed.
Ensuring we have the correct balances across our portfolio, maximizing the IHT allowances
Very much so.