Top Rated Firm 2026
164 reviews | 2 verified advisers
Review for Tina Wright
What could they have done better?
At the moment we are happy with the situation
What were the circumstances that caused you to initially look for a financial adviser?
To consolidate all the different savings we had into one lump sum
How has Tina helped you?
keeping is well informed on what the position is on our pension fund
Have you seen the outcome you were hoping for?
yes
Review for Tina Wright
What could they have done better?
All good
What were the circumstances that caused you to initially look for a financial adviser?
To sort out my pensions
How has Tina helped you?
Tina keeps on track and offers sound advice
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?
Retirement
How has Kirstie helped you?
Investment advice and performance monitoring.
Have you seen the outcome you were hoping for?
Excellent service, more than happy with results.
Review for Tina Wright
What could they have done better?
Not a lot i have been satisfied with what they have done
What were the circumstances that caused you to initially look for a financial adviser?
Pensions and financial planning
How has Tina helped you?
Tina has reviewed my various pensions and financial situation and offered proposals, recommendations and advice.
Have you seen the outcome you were hoping for?
Yes currently the outcome is working inline with expectations
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?
Inheritance
How has Tina helped you?
Explained in full the options and risks associated with financial investment
Have you seen the outcome you were hoping for?
Yes
