Top Rated Firm 2026
207 reviews | 4 verified advisers
Review for Jamie Jacobs
What could they have done better?
I cannot think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
Dissatisfaction with existing adviser and relocating within the UK - Jamie is local and can be seen remotely or in person.
How has Jamie helped you?
Particularly helpful with procedures and implications thereof for closing down a company at retirement. Reviewed and improved existing investments, arranged transfers without hassle.
Have you seen the outcome you were hoping for?
Absolutely, and some I had no idea about - very pleasantly surprised.
Review for Kattrina Strothmann
What were the circumstances that caused you to initially look for a financial adviser?
Having an amount of money to invest
How has Kattrina helped you?
Clear and concise advice given and easy to contact for queries
Have you seen the outcome you were hoping for?
Yes. Investments are doing well
Review for Kattrina Strothmann
What could they have done better?
Difficult to say , nothing stands out.
What were the circumstances that caused you to initially look for a financial adviser?
I had significant capital that I felt uncomfortable managing myself.
How has Kattrina helped you?
Kat has supplied constant, well considered ,well analysed and logical advice.
Have you seen the outcome you were hoping for?
Yes my investments are performing perfectly.
Review for Kattrina Strothmann
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Needed a firm/adviser that would see me as an individual not a number.
How has Kattrina helped you?
Kat is always extremely efficient and accessible - offering expert advice in plain English on all aspects of managing my SIPP and integrating a workplace pension pot.
Have you seen the outcome you were hoping for?
Yes
Review for Kattrina Strothmann
What could they have done better?
Nothing !
What were the circumstances that caused you to initially look for a financial adviser?
As I approached retirement I needed someone who was a pension specialist, independent and who I felt I could trust
How has Kattrina helped you?
Advice about pension transfers and final salary. Manages our portfolio. Regular reviews and ad hoc advice.
Have you seen the outcome you were hoping for?
Absolutely. Kat is very knowledgeable and efficient. We totally trust her. She has taken away the hassle and worry!
