91 reviews | 4 verified advisers
Review for Philip Teague
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Needed to change advisor because of poor advice given.
How has Philip helped you?
Helped to restructure my pension portfolio to support my retirement needs.
Have you seen the outcome you were hoping for?
Yes absolutely.
Review for Josh Farmer
What could they have done better?
Not a lot
What were the circumstances that caused you to initially look for a financial adviser?
Recommended by my IFA as I needed support on my offshore pension
How has Josh helped you?
Recommended a platform & fund
Have you seen the outcome you were hoping for?
Yes performance had been good
Review for Charles Homer
What were the circumstances that caused you to initially look for a financial adviser?
Charles Homer has been my cross-border financial planner for a number of years, and I couldn’t recommend him more highly. He is brilliant, highly knowledgeable, and consistently provides excellent advice. What really sets Charles apart is that he goes above and beyond—if he doesn’t immediately have the answer or information I need, he takes the time to research and retrieve it. He has helped me maintain stable, well-managed finances across both the UK and US, and works seamlessly with my US financial advisor to ensure everything is coordinated. Professional, responsive, trustworthy, and genuinely committed to his clients. I wouldn’t hesitate to recommend Charles to anyone looking for expert cross-border financial planning.
How has Charles helped you?
Charles Homer has been my cross-border financial planner for a number of years, and I couldn’t recommend him more highly. He is brilliant, highly knowledgeable, and consistently provides excellent advice. What really sets Charles apart is that he goes above and beyond—if he doesn’t immediately have the answer or information I need, he takes the time to research and retrieve it. He has helped me maintain stable, well-managed finances across both the UK and US, and works seamlessly with my US financial advisor to ensure everything is coordinated. Professional, responsive, trustworthy, and genuinely committed to his clients. I wouldn’t hesitate to recommend Charles to anyone looking for expert cross-border financial planning.
Have you seen the outcome you were hoping for?
Charles Homer has been my cross-border financial planner for a number of years, and I couldn’t recommend him more highly. He is brilliant, highly knowledgeable, and consistently provides excellent advice. What really sets Charles apart is that he goes above and beyond—if he doesn’t immediately have the answer or information I need, he takes the time to research and retrieve it. He has helped me maintain stable, well-managed finances across both the UK and US, and works seamlessly with my US financial advisor to ensure everything is coordinated. Professional, responsive, trustworthy, and genuinely committed to his clients. I wouldn’t hesitate to recommend Charles to anyone looking for expert cross-border financial planning.
Review for Mike McGregor
What could they have done better?
It's all been great, nothing I can think of
What were the circumstances that caused you to initially look for a financial adviser?
Pension fund
How has Mike helped you?
Helped me to understand how to match my investments to my specific situation
Have you seen the outcome you were hoping for?
Yes
Review for Mike McGregor
How has Mike helped you since your last review?
He reviewed my current income and expenditure and we looked together at the level of risk I wanted to take with my US compliant stocks and shares ISA. We reviewed how my portfolio has done this past year.
