Top Rated Firm 2025
849 reviews | 4 verified advisers
Review for Philip Hanley
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Pension consolidation and long term savings plan
How has Philip helped you?
He provided excellent advice on all things pension and savings related.
Have you seen the outcome you were hoping for?
Yes
Review for Louis Hammond
What could they have done better?
At this stage - very little. We have been very pleased.
What were the circumstances that caused you to initially look for a financial adviser?
A need to more sensibly invest my wife and my savings and consider a better pension arrangement for her.
How has Louis helped you?
Louis is very good at listening and discussing ideas relating to financial concerns without one feeling stupid or badly informed and is then able to suggest options without any pressure to lean in a particular direction. He is then very good at keeping in close touch at all the times when one is concerned about whether the decisions are actually the right route or not.
Have you seen the outcome you were hoping for?
It is still very early days but the implementation of the first steps has been smooth and any confusions we have found, he has been able to take us through the solutions very calmly.
Review for Kendra Selzer
What could they have done better?
Had a meeting/ touched base before the new financial year to optimise tax free savings
What were the circumstances that caused you to initially look for a financial adviser?
Bereavement
How has Kendra helped you?
To maximise my pension contributions and plan for my retirement
Have you seen the outcome you were hoping for?
Yes I have
Review for Louis Hammond
What were the circumstances that caused you to initially look for a financial adviser?
I wanted advice on how best to manage my pensions and savings for retirement and beyond.
How has Louis helped you?
Louis has provided well-informed professional advice about my savings, enabling me to make the most of tax allowances.
Have you seen the outcome you were hoping for?
Yes, my ISAs and investments are doing well.
Review for Kendra Selzer
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Pension and retirement funds
How has Kendra helped you?
Excellent financial advice
Have you seen the outcome you were hoping for?
Yes
