Top Rated Firm 2026
120 reviews | 2 verified advisers
Review for Tina Wright
What could they have done better?
All was to plan and as expected
What were the circumstances that caused you to initially look for a financial adviser?
For retirement planning and advice
How has Tina helped you?
Tina is so helpful and professional and makes it all very easy to understand
Have you seen the outcome you were hoping for?
Yes
Review for Tina Wright
What were the circumstances that caused you to initially look for a financial adviser?
My private pension has been managed by her practice for many.years
How has Tina helped you?
At my recent annual review Tina advised me to make certain changes that increased my annual returns.
Have you seen the outcome you were hoping for?
Yes
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?
Needed advice around consolidating pensions and making savings work for me
How has Tina helped you?
Combined pensions where appropriate and worthwhile doing so. Also set up stocks and shares /ISAs
Have you seen the outcome you were hoping for?
Yes
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?
Just needed to get our finances aligned
How has Tina helped you?
by looking at all our accounts, and pensions, and giving us a clear understanding of our current position
Have you seen the outcome you were hoping for?
yes we have started to see positives.
Review for Tina Wright
What could they have done better?
From my perspective, I am very pleased with all aspects of the financial management and advice I have received.
What were the circumstances that caused you to initially look for a financial adviser?
I was made redundant in my late 50's and needed advice on how to invest my NHS pension to provide income until I reached retirement age.
How has Tina helped you?
She has provided regular advice on my investment's performance and made any necessary changes to my portfolio to optimise it's performance in a challenging market.
Have you seen the outcome you were hoping for?
Yes. My portfolio has continued to provide adequate income.
