Top Rated Firm 2026
140 reviews | 2 verified advisers
Review for Kirstie Dean
What could they have done better?
I can't think of anything
What were the circumstances that caused you to initially look for a financial adviser?
I was due to retire and had multiple private pensions and needed advice on the best way to invest them
How has Kirstie helped you?
Kirstie reviewed all my pensions and to take one of my pensions and invest the rest
Have you seen the outcome you were hoping for?
Yes my investments have performed very well despite covid, world finance instability and war in Ukraine.
Review for Tina Wright
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
To manage our finances in the best way now we’re both retired
How has Tina helped you?
She’s showed us how to use our joint tax allowance to our advantage and whatever way we want to go she try’s to implement that for us but always explains the pros and cons and advises very clearly and in simple terms
Have you seen the outcome you were hoping for?
Yes
Review for Tina Wright
What could they have done better?
no
What were the circumstances that caused you to initially look for a financial adviser?
i was recomended
How has Tina helped you?
very helpful
Have you seen the outcome you were hoping for?
yes
Review for Kirstie Dean
What were the circumstances that caused you to initially look for a financial adviser?
Previous adviser retired
How has Kirstie helped you?
Good advice resulting in good returns
Have you seen the outcome you were hoping for?
Yes
Review for Tina Wright
What could they have done better?
Nothing. It’s down to the market at the moment
What were the circumstances that caused you to initially look for a financial adviser?
To make profit and invest
How has Tina helped you?
She has sorted my investments
Have you seen the outcome you were hoping for?
Yes mainly
