Top Rated Firm 2025
814 reviews | 3 verified advisers
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 Philip Hanley
What were the circumstances that caused you to initially look for a financial adviser?
General financial planning advice.
How has Philip helped you?
To plan effectively for the future.
Have you seen the outcome you were hoping for?
It's early days.
Review for Philip Hanley
What could they have done better?
Nothing. Philip is always approachable, confident and professional.
What were the circumstances that caused you to initially look for a financial adviser?
Initially, to consolidate a workplace pension and two private schemes.
How has Philip helped you?
He recommended an investment fund and a suitable plan.
Have you seen the outcome you were hoping for?
Yes
Review for Kendra Selzer
What could they have done better?
Nothing at all!
What were the circumstances that caused you to initially look for a financial adviser?
We originally looked for an adviser around 10 years ago when we were planning early retirement. Mainly due to my wife's health.
How has Kendra helped you?
She has taken over from Philip Hanley who has given us faultless financial advice over the past 10 years. She visited us for the first time last month and provided us with valuations for our investments and reviewed our circumstances regarding our income from various pensions etc.
Have you seen the outcome you were hoping for?
Yes, she answered any questions we had and confirmed we are doing all the right things.
Review for Philip Hanley
What could they have done better?
At this moment in time, their work has totally satisfied our needs
What were the circumstances that caused you to initially look for a financial adviser?
Coming up to retirement
How has Philip helped you?
Since our first meeting over five years ago, Philip has advised us on an occupational pension, investment options and the various options around taking a direct contribution pension. More recently we have discussed the impact on us of the recent inheritance tax changes.
Have you seen the outcome you were hoping for?
Yes
