Top Rated Firm 2025
404 reviews | 4 verified advisers
Review for Tara Wood
What were the circumstances that caused you to initially look for a financial adviser?
I had a good sum of money to invest and needed advice about planning for the future and maximising its potential
How has Tara helped you?
Tara has clearly discussed and identified my options and provided excellent advice
Have you seen the outcome you were hoping for?
Yes
Review for Madeleine Hollands
What were the circumstances that caused you to initially look for a financial adviser?
I wanted advice on a pension and help with stocks and shares
How has Madeleine helped you?
Provided helpful and useful advice
Have you seen the outcome you were hoping for?
YesNothing
Review for Madeleine Hollands
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to do something with my money rather than have it stagnating in the bank or in savings schemes with very poor interest.
How has Madeleine helped you?
She has advised me on the best options for investing my money with the aim of having the best outcome when retiring.
Have you seen the outcome you were hoping for?
Yes. I am very happy with how my investments are doing.
Review for Ben Burgess
What could they have done better?
Perfectly content with the services and support needed in line with our portfolio.
What were the circumstances that caused you to initially look for a financial adviser?
We needed to ensure that our retirement financial planning was going to provide the cover and support needed.
How has Ben helped you?
Ensuring we have the correct balances across our portfolio, maximizing the IHT allowances
Have you seen the outcome you were hoping for?
Very much so.
Review for Ben Burgess
What could they have done better?
He already done it.
What were the circumstances that caused you to initially look for a financial adviser?
Planing for the future, and being very unhappy with our existing one.
How has Ben helped you?
Saving us money, giving the best advice for our circumstances and being there for us
Have you seen the outcome you were hoping for?
YES
