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Top Rated Firm 2026

174 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Tina Wright

September 2026

What could they have done better?

Not sure they could

What were the circumstances that caused you to initially look for a financial adviser?

My pension was taken over by Woodwards

How has Tina helped you?

Explained how my pension worked and helped deciding how to invest.

Have you seen the outcome you were hoping for?

Yes

Review for Kirstie Dean

September 2026

What could they have done better?

There is quite literally nothing that Kirstie could have done better. As I have admitted to Kirstie over seventeen years, I am hopelessly naive as far as finances go, so have had to put all my trust in Kirstie. She's helped me to understand a little more, and I mean a little more, but to know she's watching my back is all I need to know.

What were the circumstances that caused you to initially look for a financial adviser?

Unique circumstances in that I already had a financial adviser who's workload became unmanageable, and they recommended Woodwards of Ripley and my financial wellbeing was thankfully taken on by Kirstie.

How has Kirstie helped you?

Kirstie has taken care of all of the previously ticked areas of my financial life for the last 17 years. Her advice, knowledge, help, care and professionalism has been absolutely brilliant and has just given me complete confidence to leave all my financial matters in her very capable hands. I am always able to contact her if needed and am always reminded when my review is due. Crucially, when I reached a point where I needed, wanted to retire, she was my first go to in order to assess whether I was in a position to do so. Of course, her advice, as always, enabled me to make that life changing decision with no concerns at all. I trust her implicitly, and her care and attention over those 17 years has given me the financial security that allows me to enjoy my life now and in the future.

Have you seen the outcome you were hoping for?

I have not just seen the outcome I was hoping for, but way in excess of that. That again is down to the regular updates, advice and just the care and interest that she has taken over time.

Review for Tina Wright

September 2026

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Taking a work related pension

How has Tina helped you?

By

Have you seen the outcome you were hoping for?

Yes

Review for Tina Wright

August 2026

What could they have done better?

The time it took seemed to be very lengthy. I do not believe that this was under Woodward's control but it took several months, much longer than I anticipated.

What were the circumstances that caused you to initially look for a financial adviser?

I was interested to look at my options for early retirement.

How has Tina helped you?

Tina reviewed my private pension and recommended that I move it to a new provider.

Have you seen the outcome you were hoping for?

Yes

Review for Kirstie Dean

August 2026

What could they have done better?

nothing really

What were the circumstances that caused you to initially look for a financial adviser?

wished to invest my spare money

How has Kirstie helped you?

by offering investment advice

Have you seen the outcome you were hoping for?

yes, so far so good