Top Rated Firm 2026
99 reviews | 2 verified advisers
Review for Tina Wright
What were the circumstances that caused you to initially look for a financial adviser?
We had some money to invest and wanted advice.
How has Tina helped you?
She has been very helpful in giving us advice on how to invest our money and explains how the investments work for us. We have both just retired and Tina has helped us claim our pensions.
Have you seen the outcome you were hoping for?
Yes
Review for Kirstie Dean
What could they have done better?
Nothing as far as I can see
What were the circumstances that caused you to initially look for a financial adviser?
A need to know what was required for future planning and Income Tax rules
How has Kirstie helped you?
Very informative and helpful. Easy to talk to
Have you seen the outcome you were hoping for?
Yes
Review for Kirstie Dean
What could they have done better?
I do not have any concerns on the management of my pension or the advice I have received.
What were the circumstances that caused you to initially look for a financial adviser?
Transferring a company pension.
How has Kirstie helped you?
On the transferring of my company pension, giving me advice on the correct way of doing this. She has also helped with the management of the fund, through her advice, giving me a good return on my pension.
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?
My husband had been with the company for a number of years and highly recommended them.
How has Kirstie helped you?
Kirstie has been professional but made it easy to understand and very helpful.
Have you seen the outcome you were hoping for?
Yes her advice has been invaluable.
Review for Tina Wright
What could they have done better?
Not sure
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice needed
How has Tina helped you?
Helped me devide what pension was suitable for me
Have you seen the outcome you were hoping for?
Ye me pension is increasing
