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Top Rated Firm 2026

122 reviews | 4 verified advisers

Selection of recent reviews. Read all reviews

Review for Philippa Bown

March 2026

What could they have done better?

Nothing

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

Retirement

How has Philippa helped you?

Clear about options available , Always able to answer our questions.Prompt to answer our enquiries, knowledgeable , personable and approachable. We enjoy meeting her.

Have you seen the outcome you were hoping for?

Very satisfied

Review for Philippa Bown

March 2026

What could they have done better?

I am very satisfied with Pippa

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

Referred by previous financial advisor who was retiring.

How has Philippa helped you?

Very patient, answering all my questions and giving advice.

Have you seen the outcome you were hoping for?

Yes

Review for Philippa Bown

March 2026

What could they have done better?

N/A

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

Getting near retirement age

How has Philippa helped you?

Obtained 25%of my pension to enable me to pay off my mortgage. Reinvesting the remainder.

Have you seen the outcome you were hoping for?

Yes

Review for Emma Snowden

March 2026

What could they have done better?

N/a

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

Remortgage

How has Emma helped you?

Helped with everything that needed doing with competence and ease

Have you seen the outcome you were hoping for?

Yes was even better

Review for Philippa Bown

March 2026

What could they have done better?

Nothing

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

Pension Advice

How has Philippa helped you?

Put in the right direction with her advice

Have you seen the outcome you were hoping for?

Yes