711 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Liam Thomas

March 2026

What could they have done better?

Nothing better

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

Remortgage to buy a new house

How has Liam helped you?

Superb,swift and knowledgeable service from Liam who we have sought advice on two properties over the years

Have you seen the outcome you were hoping for?

Yes

Review for Liam Thomas

March 2026

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

I found Liam on Google.

How has Liam helped you?

Liam has been great at finding the right life insurance for me. I had a lot of questions and nothing was too much trouble to answer. Liam was always quick to respond with any queries.

Have you seen the outcome you were hoping for?

Yes I have received the cover I was hoping for.

Review for Paul Grey

March 2026

What could they have done better?

Nothing

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

To invest

How has Paul helped you?

Good advice

Have you seen the outcome you were hoping for?

Yes

Review for Paul Grey

March 2026

What could they have done better?

Nothing really

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

Change of mortgage some years ago

How has Paul helped you?

Brought together all of my pension pots, sorted mortgage, ongoing advice.

Have you seen the outcome you were hoping for?

Yes, i have always been pleased with the service from Paul and the team

Review for Liam Thomas

February 2026

What could they have done better?

Nothing that I can think of.

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

I had four pensions that needed reorganising.

How has Liam helped you?

Combined 3 of the pensions into one, and advised how to proceed with the fourth pension.

Have you seen the outcome you were hoping for?

Yes very pleased so far.