Top Rated Firm 2026
106 reviews | 2 verified advisers
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?
Investment portfolio
How has Tina helped you?
Tina has been an invaluable source of information and advice regarding changing family circumstances, pension advice and investments
Have you seen the outcome you were hoping for?
To a great extent, yes
Review for Kirstie Dean
What could they have done better?
For me, nothing.
What were the circumstances that caused you to initially look for a financial adviser?
Personal pension with very poor returns
How has Kirstie helped you?
Improved the returns within my tolerance for risk. Adjusted my investments to suit my circumstances. Helped me with my longer term plans.
Have you seen the outcome you were hoping for?
Yes, better than I expected financially. Very happy with the advice given for now and looking to the future. I am happy Kirstie understands my attitude to risk & my plans for the next few years & is helping me get the best returns to achieve that.
Review for Tina Wright
What were the circumstances that caused you to initially look for a financial adviser?
Advice on where best to invest savings
How has Tina helped you?
Tina's helped me invest in the most tax-efficient manner for my risk profile. She also advised me on mortgages when I bought my first house, and general advice on e.g. the balance of how much mortgage to overpay, whether I should put more or less into my workplace pension, etc. Any question I've had she's been able to give expert and well-reasoned/explained advice.
Have you seen the outcome you were hoping for?
Yes
Review for Kirstie Dean
What could they have done better?
Nothing that springs to mind.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Kirstie helped you?
Advised on how best to use my pension and finances generally.
Have you seen the outcome you were hoping for?
Yesn
Review for Tina Wright
What could they have done better?
Not a lot everything was explained to me at length.
What were the circumstances that caused you to initially look for a financial adviser?
An inheritance
How has Tina helped you?
Tina has helped me by advising me of all the risks& preparing a financial planning report which details everything we had talked about.
Have you seen the outcome you were hoping for?
Early days at the moment as regards the investment but hopefully will get a reasonable return.
