Top Rated Firm 2025
818 reviews | 3 verified advisers
Review for Philip Hanley
What could they have done better?
Supplied everything I required no need to alter or change anything that works perfectly well already
What were the circumstances that caused you to initially look for a financial adviser?
Independent advice on savings and future financial requirements .
How has Philip helped you?
Advice and guidance from an independent source
Have you seen the outcome you were hoping for?
Yes assets were secure in a volatile world producing good long results
Review for Kendra Selzer
What could they have done better?
Everything is fine
What were the circumstances that caused you to initially look for a financial adviser?
We have an investment account and other savings as part of our retirement plan.
How has Kendra helped you?
We discussed our general position and in particular the ethical investment strategy. Also, discussed NS & I savings.
Have you seen the outcome you were hoping for?
Yes
Review for Philip Hanley
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Large sum of money inherited on husbands death
How has Philip helped you?
Provided help and information on how best to invest money . Yearly review and ISA help
Have you seen the outcome you were hoping for?
Yes - I feel my money is safe and well looked after
Review for Kendra Selzer
What were the circumstances that caused you to initially look for a financial adviser?
Inheritance
How has Kendra helped you?
Informed me of and helped to facilitate wise financial decisions
Have you seen the outcome you were hoping for?
Yes
Review for Kendra Selzer
What were the circumstances that caused you to initially look for a financial adviser?
My husband and I have been looking for insurance options and Kendra has helped us navigate the process of deciding what's best for us. She has also helped me and my husband consider inheritance planning through will making and she has helped me understand how to plan for retirement.
How has Kendra helped you?
Kendra has provided specialist advice and helped us understand the best options for us. Also, she has provided timely and clear responses to any questions that came up.
Have you seen the outcome you were hoping for?
Yes.
