Top Rated Firm 2025
432 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?
We were with a previous advisor who retired and passed his business on
How has Ben helped you?
He has always been available to answer any questions
Have you seen the outcome you were hoping for?
Yes I think so
Review for Tara Wood
What could they have done better?
No,I think the advisors are still doing a good job in this financial climate.
What were the circumstances that caused you to initially look for a financial adviser?
Tara looked after my late brother's money so I decided to do the same.
How has Tara helped you?
She has reduced my various savings accounts to something more manageable and given me good advice.
Have you seen the outcome you were hoping for?
Not such good returns owing to the global situation we have found ourselves over the last several years but still keeping up with other savings options
Review for Tara Wood
What could they have done better?
Tara’s approach and guidance was / is exactly what we needed and continue to need , so in answer to the question I don’t believe you could improve
What were the circumstances that caused you to initially look for a financial adviser?
Years ago I had several pensions with ex employers as well as investments with Capitol ….
How has Tara helped you?
Tara took the task of sorting and amalgamating my disjointed mess
Have you seen the outcome you were hoping for?
Absolutely Tara has streamlined and consolidated my assets into a meaningful portfolio
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?
Proceeds from business sale
How has Tara helped you?
Moved poorly performing isas and pensions to products that have
Have you seen the outcome you were hoping for?
Yes
Review for Ben Burgess
What could they have done better?
So far everything is going fine
What were the circumstances that caused you to initially look for a financial adviser?
We moved to a different location and wanted a local financial advisor, who we could meet in person
How has Ben helped you?
Ben has taken care of moving all my pensions into one pool
Have you seen the outcome you were hoping for?
This is currently in progress
