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Top Rated Firm 2026

868 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Louis Hammond

March 2026

What could they have done better?

Nothing

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

Having inherited from parents

How has Louis helped you?

Good advice for my queries

Have you seen the outcome you were hoping for?

Yes

Review for Philip Hanley

March 2026

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

Inheritance

How has Philip helped you?

Been a trusted manager of my financial assets

Have you seen the outcome you were hoping for?

Yes

Review for Louis Hammond

March 2026

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

Investing for the future

How has Louis helped you?

Recommended the best products and action for my circumstances.

Have you seen the outcome you were hoping for?

Yes, although it is a long term investment for me.

Review for Louis Hammond

March 2026

What could they have done better?

Nothing

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

The need for guidance on protecting savings.

How has Louis helped you?

Very helpful with clear advice on several aspects of our investment portfolio.

Have you seen the outcome you were hoping for?

Yes

Review for Kendra Selzer

March 2026

What could they have done better?

N/a

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

We are receiving large lump sums of money and wanted advice on best ways to invest this money

How has Kendra helped you?

Advice on private pensions, ISAs and retirement pot.

Have you seen the outcome you were hoping for?

Yes