Top Rated Firm 2026
206 reviews | 4 verified advisers
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!
Review for Gethin Richards
What could they have done better?
We can honestly say that we do not feel there are any areas for improvement at this time. We have thoroughly reviewed all aspects and are confident in the current status.
What were the circumstances that caused you to initially look for a financial adviser?
Our circumstances have been challenging due to our previous experiences with a financial advisor at St James Place, which left us dissatisfied and lacking trust.
How has Gethin helped you?
Gethin has effectively identified our needs and addressed them in a clear and concise manner. This has left us feeling very optimistic about the future of our finances. We are confident that with his continued support and expertise, we will be able to achieve our financial goals and secure a stable future.
Have you seen the outcome you were hoping for?
Yes and more so.
